Waddell & Reed Financial Advisors - Elgin, IL - Financial Advisors

Waddell & Reed Financial Advisors

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(847) 836-0435 Ext. 108 Call Email Email

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2205 Point Boulevard, 165Elgin, IL 60123

Description

Waddell & Reed Financial Advisors - Elgin, IL - Portrait

Regardless of your stage in life, your income or your goals, you need a plan to help you accurately 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,we specialize in investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help. Call me today to discuss the products and services that may be.. appropriate for you, and we can start down the path to financial success. Consider me a personal consultant who will act with regard to your wishes.
Your plans are unique,
Kimberly A. Reed, Financial Advisor

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Business details

Investments

  • Annuities
  • IRAs
  • Mutual Funds
  • Retirement Plans

Services

  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services

Minimum Investment

  • $1,000 - $10,000

Planning Types

  • Asset & Portfolio Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Trust Services

Certifications

  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • 8:00am
  • 4:00pm
  • SUN
  • 1:00pm
  • 5:00pm

* By Appointment Only

Payments Accepted

  • Personal Checks

Documents

[PDF] WR Best Family of Funds 2007 Barrons

Languages Spoken

  • English

Reviews

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