Waddell & Reed
Financial Planning & Financial Planners
- Address
- 365 Lake Ave, Santa Cruz, CA, 95062
- Phone
- 831-476-5210
- Website
- waddell.com
- Services
- ASSET MANAGEMENT BROKERAGE SERVICES BUDGETING CONSULTATIONS CORPORATE SERVICES EDUCATIONAL PLANNING FAMILY WEALTH PLANNING FEE-BASED SERVICES INDIVIDUAL SERVICES INSTITUTIONAL SERVICES IRAS LONG TERM PLANNING MUTUAL FUNDS PERSONAL PLANNING
- Products
- IRAS MUTUAL FUNDS ROLLOVER IRA ROLLOVER PLANS ROTH IRA SEP IRA SIMPLE IRA
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