We take your journey seriously, and we'll be there every step of the way.
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.
To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.
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.
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
With interest rates near historic lows, it can be difficult to meet income objectives solely through purchases of corporate or government bonds, or by investing in fixed-income mutual funds. Dividend-paying stocks, and the mutual funds that invest in them, may offer an additional source of income.Read More
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