WAGENER-LEE

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wagener-Lee, LLC. Wagener-Lee, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services... Congratulations. You've built your business. Your life's work is finally paying off. Now what? We focus on helping owners like you grow, transition and protect your wealth. Small businesses need big-picture planning for everything from taxes and retirement to succession planning. With Wagener-Lee, you're in good company... What sets us apart? Quite simply, we have resources most other firms don't. Our 15-person practice includes an estate attorney, CFA®, CFPs®, CPAs® and licensed insurance professionals, all under one roof. As a result, we can offer clients like you comprehensive financial planning services designed with investment, retirement, tax and legal factors in mind.

Also known as: Wagener-Lee, LLC

Primary location: Columbia United States