About Wingert Financial Services

Wingert Financial Services is a family owned and operated firm with a tenured team of talented professionals. We strive to help businesses and individuals with their insurance and investment challenges. By offering sound advice, quality products, and excellent service we are able to help meet the individual needs of each client.

We specialize in establishing and servicing employee benefit programs for employer groups with a small staff size to groups with hundreds of employees . We prepare and present quotes from many more carriers than anyone else, while delivering the information in a simple and easy to understand format.

Our client centered mission; “To be valued by our clients as an irreplaceable resource of financial guidance and well balanced solutions”, guides us in making good long term decisions and retaining lifelong clients. We engage our clients proactively and respond promptly when service is needed.

We operate as a team to maximize efficiency in all aspects of our operation. Our entire staff takes an active role in the implementation and service process which allows each of us to grow within our own professional fields and help us deliver consistent service. Our vast array of high quality products facilitates our committment to offer long term strategies. We continually search the leading vendors for new products that could help us better assist our clients.

Investors Capital Corporation is the broker dealer we place our securities transactions through. ICC was chosen over other broker dealers because they have a similar philosophy to ours. They cater to independent minded firms and have an incredible variety of main stream and specialty investment products for us to offer our clients.

We truly appreciate referrals. Some of our best clients are friends, family, or associates of our existing clients. Who do you know that could benefit from our services?