About Us

Many people wonder if their assets are protected today, if they're prepared for retirement next year or if their families will be adequately cared for in the future. Wolfgang Financial and Insurance Agency exists to help individuals, families and businesses answer these questions and gain peace of mind as they build and protect their legacies.

Not only do we answer your financial questions and assist you in making wise decisions, but we also give you the tools you need to take charge of your financial health. Some of our specialized financial solutions include life insurance, annuities and long term care. We teach you everything you need to know about these and other financial services as we assist you in managing your financial portfolio successfully.

We care about our customers, treat you like family and prioritize your needs above everything. Along with exceptional customer service, expect our agents to educate, problem solve and encourage you every step of the way. Contact us today for more information, including a complimentary review of your insurance policies, Social Security guide and other financial planning literature. At Wolfgang Financial and Insurance Agency, we help you plan, gain and retain your financial freedom today and into the future.

*All written content on this site is for information purposes only. Opinions expressed herein are solely those of  Wolfgang Financial and Insurance Agency and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Wolfgang Capital, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Wolfgang Financial and Insurance Agency. Wolfgang Capital and Wolfgang Financial and Insurance Agency are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Neither Wolfgang Financial and Insurance Agency nor Wolfgang Capital provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital, Wolfgang Financial and Insurance Agency and Zachary Herzog are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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