Waddell & Reed

Back in 1988, the founders of CORE Financial began working along the front range as independent agencies working in our own hometown markets. We worked together for many years helping families and small businesses plan for, and insure, their financial future. We formed CORE Financial in 2001 and greatly expanded the products and services that we make available to the public. We now have a number of very qualified insurance-licensed individuals and Registered Representatives of Signator Investors, Inc. that have joined together to make up an integral part of our firm.

Waddell & Reed in Golden, CO is a financial services firm that offers investment management and financial planning services to individuals and businesses. With a focus on personalized solutions and long-term financial goals, Waddell & Reed assists clients in navigating the complexities of the financial markets and planning for their future. Generated from their business information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy