
Business Name: Waddell & Reed Inc.
Contact: Patrick Powers
5950 Fairview Road Suite 200
Charlotte, NC 28210
(704) 553-7220 ext. 119
(704) 293-6446 cell
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Overview:
- Financial Planning Services
- Investments
- Managed Allocation Portfolios
- Individual and Business Retirement Plans
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance
Your financial future depends in large part on decisions you make today. Contact me for a complimentary, no obligation initial consultation.
Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.
Waddell & Reed, Inc., Member SIPC


