Waddell & Reed, Inc.
Taking Planning Personally

CONNECT

Address:

1102 Broadway, Suite 300
Tacoma, WA 98402

Phone:

253.274.5418 (office) 253.279.2137 (cell)

Fax/Other:

253-474-8495

Our Services

While developing a customized financial program, we will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

Once your goals have been established, we can customize strategies designed to suit your vision and objectives. We can help you execute a comprehensive financial program utilizing the following products and services:

 

 


  • Financial Planning
  • Investments
  • Retirement Strategies 
  • Estate Planning
  • Insurance and annuities

 

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