Review Matthew Wagner, Financial Advisor At Waddell & Reed In jefferson, kentucky, united-states | Finance In Jefferson
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Matthew Wagner, Financial Advisor At Waddell & Reed
3810 Springhurst Blvd, STE 300
Jefferson,
Kentucky,United-states - 40241
Detailed description is I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.
As a Waddell & Reed financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success.
To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients.
I value long-lasting client relationships, and advise my clients through every stage of their financial journey..
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Since Waddell & Reed opened its doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success.
This approach has been key to the enduring relationships financial advisors at Waddell & Reed enjoy with their clients.
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Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor.
Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements..
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This site is published for residents of the United States only.
Advisors of Waddell & Reed, Inc.
may only transact business in states where they are registered.
Therefore, a response to a request for information may be delayed..
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For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762.
Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.
Established in the recent years Matthew Wagner, Financial Advisor at Waddell & Reed in jefferson , kentucky in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
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For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
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This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
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The establishment has flexible working timings for the employees and has good hygene maintained at all times.
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