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Waddell & Reed

120 S Warner Rd, King of Prussia,PA,19406

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+1(610)-964-0809
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Description

Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors.

Year Established

1937

Products

IRAS, MUTUAL FUNDS, ROLLOVER IRA, ROLLOVER PLANS, ROTH IRA, SEP IRA, SIMPLE IRA

Services

ASSET MANAGEMENT|BROKERAGE SERVICES|BUDGETING|CONSULTATIONS|CORPORATE SERVICES|EDUCATIONAL PLANNING|FAMILY WEALTH PLANNING|FEE-BASED SERVICES|INDIVIDUAL SERVICES|INSTITUTIONAL SERVICES|IRAS|LONG TERM

Payment Options

Master Card, Visa

Specialties

ASSET MANAGEMENT|BUDGETING|CONSULTATIONS|IRAS|MUTUAL FUNDS

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