Waddell & Reed

Waddell & Reed in Southlake, TX
1050 E. State Highway 114Suite 250, Southlake, TX 76092
Nearest landmarks:
Next to Regions Bank
(817) 310-5545

Contacts

Street address:
1050 E. State Highway 114Suite 250

City / suburb:
Southlake

County:
Tarrant

State:
Texas

ZIP code:
76092

Phone:
(817) 310-5545 (Primary Phone)
(817) 247-6129 (Sales)

E-mail:
agonzalez@wradvisors.com

GPS Longitude:
-97.1371765136719

GPS Latitude:
32.9503402709961

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

Business data
Estimated number of employees: 10 to 19
City / suburb: Southlake, TX
County: Tarrant
Products

Retirement Services - IRA, Roth, 401k, financial planning services, Educational Funding - 529, Coverdale, Life Insurance - Term, WL, Var., Univ., long term care insurance, investment services

Brands

Waddell & Reed Funds, Ivy Funds, Nationwide, Securian, Minnesota Life.

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More details about this business

According to our records, this business is located at 1050 E. State Highway 114Suite 250 in Southlake (in Tarrant County), Texas 76092, the location GPS coordinates are: 32.9503402709961 (latitude), -97.1371765136719 (longitude). Waddell & Reed is categorized under Personal Financial Services. The company employs approximately 10 to 19 people. You can contact the company by phone at (817) 310-5545. Open from 8:30 am until 4:30 pm (Monday - Friday).
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Hours
Mon
8:30 am - 4:30 pm
Tue
8:30 am - 4:30 pm
Wed
8:30 am - 4:30 pm
Thu
8:30 am - 4:30 pm
Fri
8:30 am - 4:30 pm
Sat
Closed
Sun
Closed
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