Waddell & Reed

Waddell & Reed has been working with individuals, families and businesses since 1937. Our Tampa office is conveniently located, making us accessible to clients in Pinellas, Hillsborough, Pasco, Manatee, and Sarasota counties.

We believe that a financial plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Waddell & Reed comes in.

Our financial advisors are trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is not having enough money to last throughout your retirement, funding your children's education, or paying too much in taxes, we can help you.

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you understand your financial landscape, develop your financial goals, and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easy-to-understand explanations of financial products and services. The personalized program that we provide is a roadmap to working toward a more secure financial future.

Our 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 and financial services to help you pursue your financial goals.

 

Please call today if you do not yet have a financial plan, or if you think your financial plan is out-of-date. Many people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while since you've looked at your financial plan, call Marc Walker today at 813-804-7914.

 

 

 

 

 

 

03/15