Waddell & Reed
203 4th Avenue East Suite 422
Olympia, WA (Washington) 98501-1189
Olympia, WA (Washington) 98501-1189
Business Details
78 years Since 1937
Beth Trimwell (Manager)
(360) 754-2725 (Primary Phone)
| Products: | Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple Ira, Conduit Ira, Individual Retirement Account |
| Services: | Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services, Educational Planning, Family Wealth Planning, Fee-Based Services, Individual Services, Institutional Services, Iras, Long Term, Advice, Analysis, Assessments, Asset Protection, Budget Development, Cash Management, Coaching, Company, Consulting, Corporate Accounts, Corporate Programs, Counseling , Design Assistance, Designer, Evaluations, Eve, Personal Services |
| Service Features: | Corporate Services, Institutional Services |
| Specialties: | Asset Management, Budgeting, Consultations, Iras, Mutual Funds, Asset Protection |
| General Content: | Consultations |
| Sales Volume: | 500K - 1M |
| Employee Size Range: | 6 (appx) |
Additional Categories
Waddell & Reed is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Financial Services
- Investment Advisory Service
- Portfolio Management > Financial Planning & Services
- Investment Advice
- All Other Business Support Services > Financial Services
- Investment Advice > Financial Planning & Services
- Business Services, Nec > Financial Services
