5950 Fairview Rd Ste 200
Beverly Woods - Charlotte, NC 28210
(704) 553-7220
About Waddell & Reed:
Established in 1937, Waddell & Reed is located at 5950 Fairview Rd Ste 200 in Beverly Woods - Charlotte, NC - Mecklenburg County and is a business listed in the categories Financial Planning Consultants, Financial Planning Consultants & Services, Investments & Mutual Funds, Mutual Funds and Financial Planning & Services and offers Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services, Educational Planning, Family Wealth Planning, Fee-Based Services, Individual Services, Institutional Services, IRAs, Mutual Funds, Rollover IRA, Rollover Plans, Roth IRA, SEP IRA, SIMPLE IRA, Conduit IRA, Individual Retirement Account etc. After you do business with Waddell & Reed, please leave a review to help other people and improve hubbiz. Also, don't forget to mention Hubbiz to Waddell & Reed.
Categories: Financial Planning Consultants, Financial Planning Consultants & Services, Investments & Mutual Funds, Mutual Funds and Financial Planning & Services
Products: IRAs, Mutual Funds, Rollover IRA, Rollover Plans, Roth IRA, SEP IRA, SIMPLE IRA, Conduit IRA, Individual Retirement Account
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services, Educational Planning, Family Wealth Planning, Fee-Based Services, Individual Services, Institutional Services, Long Term Planning, Personal Planning, Asset Protection, Personal Services
Year Started: 1937
Years in Business: 74
- Waddell & Reed, Inc.
- Waddell & Reed, Inc.
- Auto Insurance
- Automobile
- Business Banking
- Business Consulting
- Business Planning
- Car
- Cash Flow Management
- CFP
- Commissions
- CPA
- Defined Benefit
- Divorce Planning
- E-Services
- Educational Planning
- Estate Planning
- Financial Planning
- Global Investments
- Income Planning
- Indexes
- Individual Services
- Inheritance Planning
- Investment Banking
- IRA's
- Life Insurance
- Long Term Planning
- Mutual Funds
- Personal Planning
- Retirement Planning
- Rollover Plans
- Savings
- Securities
- Short Term Planning
- Small Business
- Tax Free Investments
- Tax Preparation
- Term Care
- Trust Management
- Trust Services
- Wealth Management
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