Waddell & Reed, Inc. - Helping to Build A Solid Foundation Together

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Address:

19020 33rd Ave W #480
Lynnwood, WA 98036

Phone:

(425) 774-9053 x 116

Fax/Other:

(425) 744-0659

Videos

Experience the Waddell & Reed difference by clicking on one of the short video programs below. Here you will see first-hand why the Waddell & Reed approach to management, leadership, education and the world of investing is a preferred choice amongst investors.

Taking Planning Personally

How important is financial planning to your financial future? Find out what Waddell & Reed advisors have to say and why they take financial planning personally

Working with an Advisor

Should You Pay Off Debt or Save for Retirement?

Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole fin’l picture.

The Latte Habit

How little things can add up over time

The Retirement Income Factor

How much money will you bring to retirement?

American Tax Burden

Are you concerned about your tax situation?

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Protecting Your Dependents with Life Insurance

Term or whole life? Just be sure you have adequate coverage.

Behavioral Finance

Reacting emotionally may hinder your investment results.

Bringing Up Baby

The cost to raise a child from cradle to college.