A Personal Approach

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

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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 highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving 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.

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