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Waddell & Reed
Financial Planner in Litchfield CT
Areas of Expertise | financial planning | investment management | tax services | retirement planning | tax planning | accounting services | asset management |
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Address
174 West St Ste 108
Litchfield, CT
06759 -
Contact
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Map
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About
I am here to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I've created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals. I'm here to help educate you about the basic concepts of financial management, to help you learn more about who I am, and to give you fast, easy access to market performance data. You ll find a wealth of information in the form of newsletter articles, calculators, research and more.
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Online
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Hours of Operation
Mon - Fri 9:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed