Organization: Merrill Lynch Financial Advisor Brad Wagner

Industry: Social Services

Description:
While primarily known for financial consulting, the Merrill Lynch Wagner Sheffer Group, led by Brad Wagner in Saratoga Springs, NY, contributes to the Social Services sector through its commitment to empowering clients and communities. The group provides personalized financial guidance designed to support long-term stability, including retirement security and wealth preservation for individuals and families. Their approach often extends beyond traditional financial planning, incorporating education, compassionate advisement, and legacy planning—key social service components that improve quality of life and community resilience. The team emphasizes holistic, values-based strategies that align with clients’ personal goals, which may include charitable giving, estate planning, and support for multi-generational financial wellbeing. In collaboration with non-profits and community organizations, the group offers pro bono financial education workshops and tools, helping underserved populations make informed decisions. Brad Wagner and his team are committed to fostering financial inclusivity and support across diverse demographics. Their access to Merrill Lynch’s deep resources allows them to extend a broad range of specialized services tailored to address social concerns, especially in times of transition or hardship. By bridging financial acumen with emotional intelligence, the Wagner Sheffer Group plays an advisory role that aligns with the mission of many social service organizations.

Key Services:

– Personalized financial planning for individuals and families
– Retirement income and legacy planning
– Charitable giving and philanthropic advisory
– Financial education for underserved communities
– Estate and wealth transfer planning with a focus on long-term impact
– Holistic guidance for clients undergoing life transitions (e.g., divorce, caregiving)
– Socially responsible investment strategies