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563.578.8076
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Mutual Funds

Investment Strategies for a Better Future.

Investing in your future is one of the most important financial decisions you can make. Not only is it a way to create a comfortable retirement, but it’s also an important strategy that can positively affect your family’s peace of mind.

At Wegner Insurance Agency Inc., we’re committed to advising you on making smart financial decisions by offering investment services such as Mutual Funds. These pooled investments in assets like stocks, bonds, and money markets can help either individuals or employees benefit based on the performance of companies and securities that fall into any of the asset categories. Shareholders can then receive equity position in each fund.

Since there are many types of Mutual Funds, it’s important to discuss your options with a professional who can advise you on how to invest wisely. Contact an investment professional at Wegner Insurance Agency Inc. to learn more about how Mutual Funds can benefit your financial future.

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