1741 NE Douglas Street
We use a specific, yet individualized approach to the financial planning process. Whether our engagement with you is as an individual, a couple, a professional or a small business owner, we start with the basics and work our way up a pyramid of important issues.
Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. Please contact us for more information or request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.