Tripoli Financial Services
Rooted in service, built on trust. Tripoli Financial Services is here to help you protect what matters most.
TRIPOLI FINANCIAL SERVICES
At Tripoli Financial Services, we are dedicated to providing personalized financial solutions that meet your needs. Our team is committed to understanding your unique financial goals and helping you achieve them. We believe in simplifying the complexities of finance and building long-lasting relationships with our clients. Trust us to guide you towards a secure financial future.
OUR SERVICES
LIFE INSURANCE
Coverage options that fit your life, your priorities, and your future. We’ll walk you through the choices so you can protect those you love most.
RETIREMENT READINESS
Whether you're years away or approaching the next chapter, we help you prepare with services that support your lifestyle goals.
LEGACY AND WEALTH STRATEGIES
Ensure your hard work endures. We offer services to help you organize, protect, and transition your wealth with confidence.
MEET LEE WAGNER -
Founder & Lead Advisor, Tripoli Financial Services
Lee Wagner is a proud Veteran of the United States Marine Corps and the founder of Tripoli Financial Services, named in honor of the Marine Corps’ legacy and the values of service, discipline, and integrity that continue to guide his work. With over a decade of experience in financial services, Lee offers trusted guidance to individuals, families, and business owners seeking clarity and confidence in their financial lives.
Lee is known for his calm presence, deep industry knowledge, and commitment to relationships over transactions. His approach is straightforward and personal: take the time to understand each client’s goals, offer solutions that fit their life, and always lead with honesty.
Grounded in his Christian faith and shaped by his role as a father of four, Lee brings compassion and purpose to every conversation. Whether helping clients navigate life insurance, retirement readiness, or long-term legacy strategies, his mission remains the same to serve with integrity and help others protect what matters most.
When he's not meeting with clients, Lee enjoys spending time with his family traveling, hiking, or camping, and supporting Veteran-focused initiatives throughout the community.
