7 West Square Lake, Suites 108,122 & 124
Chose from a breadth and depth of products to make smart, customized recommendations for your clients.
Offer clients investment options across all asset classes, sectors and disciplines, with access to thousands of mutual funds from more than 100 fund families.
Choose from a range of fee-based, asset allocation advisory products that utilize innovative product structures and draw upon the expertise of world-class money managers.
Recommend general securities from a full range of products including equities, fixed income and options.
Choose the education savings vehicle that’s right for your situation – 529 college savings plans, Coverdell Education Savings Account or UGMA/UTMA.
Select from a complete range of individual, employer-sponsored, small-business-owner, nonprofit and government retirement plans from providers that specialize in the retirement plan market.
Waddell & Reed has sales agreements with most of the top-rated insurers offering products including fixed and variable annuities, life insurance, long-term care insurance and disability income insurance.
Offer clients cash management accounts and loan options to complement their financial plan and help manage their financial lives.
Offer donor advised funds to clients interested in contributing personal assets to charitable organizations.