A Personal Approach

We take your journey seriously, and we'll be there every step of the way.

Share

While your financial objectives may be similar to those of others — a secure retirement, saving for college education, building wealth — the approach should be decidedly personal. Understanding your unique financial needs is where financial advisors with Waddell & Reed come in.

Listening

To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.

Planning

By building personalized plans supported with competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action to work towards them.

Advising

Our mission, every day, is to help clients at all stages and through the changes that life may bring.

We take your journey seriously and we'll be there every step of the way.

Your journey, goals and plan are our commitment.

Find an Advisor

The return of the 401(k)

Saving for retirement can be tough. Employer-sponsored 401(k) retirement plans can offer a good opportunity to save, with employer contributions jumping from 3.9% of employee salaries in 2015 to 4.7% in 2016. Are you taking full advantage of your workplace retirement benefits?

Read More

Your dream wedding on a budget

Summer is the season for weddings and engagements. If you're getting ready to tie the knot, you not only have many details to consider but the financial considerations of making "the day" a dream come true. Here are some tips for your wedding checklist.

Read More

Ten year-end tax tips for 2017

Tax season starts now. Here are 10 things to consider doing before December 31, 2017 to prepare for April 17, 2018.

Read More

Market Data powered by Wikinvest. Data is provided as-is, delayed, and subject to Terms