About Us

At Waddell & Reed, our vision is to help you work toward achieving your financial aspirations. For 70 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life's dreams. We do this by providing personal, comprehensive financial planning and solid investment and insurance products delivered to you by skilled, well-trained financial advisors.

Whether it's next month's income or a goal that's still decades away, planning your financial future is one of your most important priorities. Your financial future depends, largely, on the decisions you make today. That's why it's so important to explore the benefits of financial planning and how it can potentially help you improve your financial future.

At Waddell & Reed, we believe that financial planning is a highly personal process. Our financial advisors utilize a personal inventory process to help you identify and prioritize the financial goals that are unique to your situation. Your Waddell & Reed advisor can help you develop a plan that:

-Addresses what you care most about;
-Identifies your financial objectives and recommends solutions to help work toward them;
-Creates a plan of action that addresses your specific financial needs;
-Helps you stay focused on achieving both your short- and long-term financial goals; and
-Reflects life's changes as they occur.

To start planning for your future visit our website by clicking on the links above and below.