WADDELL & REED, INC.

Our Passion is Financial Planning. 

Our Support is Comprehensive.
 
OUR FOCUS IS YOU!
 
Our group of Financial Advisors bring passion to the financial planning process. With our focus on the unique goals, needs and objectives of our clients, we are committed to the tailoring of the planning process.
 
Ultimately, our goal is to combine all of our resources -- a personalized and comprehensive approach to your individual situation, the knowledge and insight of our in-house staff of experienced professionals, and a broad array of investment and insurance products – to help you work toward achieving your goals.
 
The synergy of our approach – providing clients high-quality financial products in a personalized financial plan – is the key to our continuing success.
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Newsletters

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

More Newsletters →