Call Us Today:
563.578.8076
Review Your Policy

Financial Services in Sumner and Waverly, IA

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Wegner Insurance Agency Inc. is committed to helping you realize your fiscal goals.

At Wegner Insurance Agency Inc., our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Wegner Insurance Agency Inc., we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Wegner Insurance Agency Inc..

We are proud to provide fiscal planning services for clients near Sumner, Waverly, Waterloo, Cedar Falls, Tripoli, and West Union.

Related Products:

Our Location

Wegner Insurance Agency

103 West First St
Sumner, IA 50674
Main office: 563-578-8076
Fax: 563-578-5425

Office Hours:

Mon: 8:00 AM - 4:30 PM
Tues: 8:00 AM - 4:30 PM
Wed: 8:00 AM - 4:30 PM
Thurs: 8:00 AM - 4:30 PM
Fri: 8:00 AM - 4:30 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

Wegner Insurance has helped protect many parts of our lives over the past 7 years, from when we started out as a newly married couple in a rental apartment, to later insuring our purchased home, our cars and our home-based and later off-site business. We love that they are Dave Ramsey endorsers and that is originally how we found them. Doyle takes time to come to our home when needed, and Carolyn and Karla are phenomenal with putting up with my multitude of questions every time our policy changes because we have added something, sold a vehicle, or just have questions in general. They take time to know about our family and truly care about us as clients. We highly recommend them to anyone looking for small-town business with any kind of coverage!
- Brittany Todd
Friendly and helpful staff who are always patient with all my questions. Excellent customer service!
- Tessa Willie
Wegner insurance is always top notch! Have a question or problem, just call! They will always help! Even Doyle came to my house on a Saturday, to discuss my farm and vehicle coverage, so I didn't have to take a day off work to go to their office! Glad I made the call to them when I was looking for coverage! Awesome people!
- Dale Degner