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
A 2.8% increase in benefits will be available for the more than 67 million Social Security and Supplemental Security Income recipients next year, the largest increase since 2011, though still small by historical standards.Read More
Entrust your employer-sponsored retirement plan to an objective, committed advisor at Waddell & Reed
Offering a retirement plan can be a healthy step – for your business, your employees and you. Do it with the help of an advisor at Waddell & Reed who can serve as your co-fiduciary partner.Read More