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Waddell & Reed
Contacts
(817) 247-6129 (Sales)
Business description
Retirement, Financial and Educational Planning. IRA, Roth, 401k, Life, Disability & Long Term Care Insurance. Fixed and Variable Annuities.
Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How you get it all under control? At Waddell & Reed, we specialize in investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help. Call me to discuss the product and services that may be appropriate for you, and we can start down the path to financial success. Waddell & Reed; Investing. With a Plan.
General information
- Consumer Products & Services Consumer Services Miscellaneous Personal Services, NEC Personal Financial Services
| Estimated number of employees: | 10 to 19 | |
| City / suburb: | Southlake, TX | |
| County: | Tarrant |
Retirement Services - IRA, Roth, 401k, financial planning services, Educational Funding - 529, Coverdale, Life Insurance - Term, WL, Var., Univ., long term care insurance, investment services
Waddell & Reed Funds, Ivy Funds, Nationwide, Securian, Minnesota Life.
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