Waddell & Reed

About Us

We are a full-service financial firm committed to helping people Winding Road representing the financial turns in lIfepursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.

Please call us if you have any questions about our firm or the range of financial products and services we provide.

 

Bulls EyeServices

While developing a customized financial program, we will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives. We can help you execute a comprehensive financial program utilizing the following products and services:

  • Financial Planning
  • Investments
  • Retirement Strategies 
  • Estate Planning
  • Insurance and annuities*

*Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.

 

Mission StatementHands Shaking

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

 

 

 

Qualifications

Waddell & Reed has been working with individuals and businesses for over 80 years.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

06/17