Products & Services

Regardless of your stage in life, your income or your goals, we believe you need a plan to help you manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control? At Waddell & Reed, Inc, we can help you with much of your financial planning, including access to mutual funds, retirement plans, insurance/risk management products, brokerage, and more.

Our full-service platform allows us access to a wide array of financial solutions designed to meet your individual needs. Whether you have one simple need or would like an overall evaluation, we can help. 

Individual Retirement Accounts & Business Retirement Plans
Traditional & Roth IRA
IRA Rollover
401(k) Plans
457 Plans
403(b)/TSA Plans
Exclusive(k)® Plans
Keogh Plans
Money Purchase Plans
Profit Sharing Plans
Payroll Deduction IRA Plans
SIMPLE IRA
SEP (Simplified Employee Pension Plans)
Defined Benefit Plans
 
Investments
Mutual Funds
U.S. Exchange Traded Securities
Exchange Traded Funds (ETFs)
Unit Investment Trusts (UITs)
Options
 
Fee-Based Asset Allocation Programs
Managed Allocation Portfolios (MAP)
Separately Managed Accounts and Unified Managed Accounts
 
Insurance
Annuities
Life Insurance
Long Term Care, Medicare Supplement, Disability, Health
Individual, Business and Group Products
 
Fixed Income
Municipal Bonds
Corporate Bonds
U.S. Government Securities
Mortgage Backed Securities
Brokered CDs
 
Financial Planning Services
Retirement Strategies
Survivor Income Needs
Asset Allocation
Disability Income
Long Term Care Analysis
Estate Planning/Review
Wealth Forecasting Strategies
Business Planning Strategies
Investment Planning Services
 
Education Funding
529 College Savings Plans
Coverdell Education
Savings Accounts

 

Call today to discuss the products and services that may be suitable for you!

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