Join Cherry Roberts, Satellite Member and Financial Advisor with Waddell & Reed, for the first Lunch and Learn in Felton!
Waddell & Reed
Mission Statement: We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.
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 appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Financial Planning
- Retirement Strategies
- Estate Planning
- Insurance and annuities