Waddell & Reed, Inc.

Through the Financial Planning Process. We help individuals, families and small business owners work to reach their financial goals. We understand cookie cutter solutions are unacceptable. This is why, we believe, every client needs a plan that is custom tailored to their unique individual needs.We realize that for most people this might be the first time they have engaged in a financial planning relationship or may feel skeptical about whether or not a plan will be beneficial.For this reason all fee based financial planning services offer a money back guarantee if you are not completely satisfied for any reason.