Waggoner Financial

Waggoner Financial is a Financial Planner in Holt, MI, located at 2400 Lake Lansing Rd Ste C. The firm provides comprehensive wealth management, tax and accounting, and investment solutions with no minimums. Clients engage the firm to free up their headspace and focus on personal goals, utilizing a proprietary planning method known as RFED. The team designs financial strategies that reflect individual needs, ensuring that client objectives guide the specific actions taken.

Founded in 2008, the firm integrates active investment management, tax and accounting services, and comprehensive planning under one roof. A central component of its investment approach is the ARFED stock selection and research platform, which creates custom, data-driven investment portfolios. The company maintains a diverse team of professionals, including a CEO and Founder with CFA and CFP credentials, a President, and a Vice President. The staff includes directors for investments, technology, advisory services, and tax and accounting, as well as wealth management associates, paraplanners, software engineers, and tax associates. The firm also supports a program of interns in wealth management, marketing, and quantitative fields. Through its community impact initiatives, the team participates in events such as economic dinners at Michigan State University and Capital Prime in Lansing, as well as family movie days at NCG Cinema.

The business holds a rating of 5.00 based on customer reviews. This positive feedback reflects the experience of clients who have utilized the firm's integrated planning and investment services.

Waggoner Financial serves the Holt area by combining personalized financial planning with proprietary investment research and dedicated tax support.