Waddell & Reed

Waddell & Reed is a financial advisory firm that offers personalized financial planning and asset management services. Their financial advisors help develop a customized financial plan to meet the needs of each client to ensure long term results and to reach financial goals. Waddell & Reed provides a comprehensive set of products and services, including retirement plans, education funding, mutual funds, closed end funds, managed accounts, insurance/annuities, financial planning, brokerage & cash management, and other investment vehicles. The firm can also guide clients during life events that may need insightful financial direction, such as marriage, divorce, retirement, loss of a loved one, and prolonged care.