Waddell & Reed has been helping individuals manage their assets for more than 75 years.

How can we help you?

For a Complimentary, No Obligation Financial Review please click here to contact us and we will get back to you in a timely manner!

Who we are, we are Financial Advisors with Waddell & Reed with the objective of helping you gain a better understanding of the concepts behind financial planning, investing, retirement planning, estate planning, wealth preservation, insurance and more. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Our purpose, we provide education to help you see the value of working with skilled dedicated professionals to pursue your financial goals. We are here to inform you about the basic concepts of financial management; to help you learn more about who we are and what we have to offer; and to give you fast, easy access to pertinent and timely financial data.

What you can expect, you will find a wealth of information in the form of timely financial newsletters, educational e-seminars (iMoney), informational financial articles and an array of financial-related calculators.

In the future, we hope you take advantage of this resource and visit us often. Be sure to add us to your favorites as we are constantly updating our content specializing in developments in the area of personal and business finance in this ever changing economy.



  • Tax-Deferred Savings

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

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.