Waddell & Reed Financial Advisors
3836 S. Fremont Ave
Suite 100
Springfield, MO 65804
Phone Number: (417) 882-0020
Financial Advising
While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
Tax planning
Investment management
Retirement strategies
Estate conservation
Insurance and annuity products
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.
Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.
Keywords: Financial Planning, Retirement, Life Insurance, 401(k, IRA, Roth, Roth IRA, Simple IRA, SEP, Universal Life Insurance, Term Life Insurance, Coverdell, Education Funding, 529 Plan, College Funding, UTMA, UGMA, OPA, Stocks, Bonds, Mutual Funds, Investing, Hedging, Saving, Planning, Transition,