Waddell & Reed

Waycross Partners is an independent investment boutique based in Louisville, KY, with an additional office in Ponte Vedra Beach, FL. With $2.8 billion in assets under advisement, the firm is committed to building long-term partnerships through excellence, integrity, and service. Their team of 7 CFA charterholders brings over 25 years of collective expertise, offering investment solutions across the risk-return spectrum and following a consistent, repeatable investment process. Waycross Partners believes in a balanced approach to successful investing, combining conviction and discipline. As a 100% employee-owned company, their team is personally invested in their strategies and shares an aligned interest with their clients in achieving long-term success. With a focus on putting client alpha first, Waycross Partners is dedicated to providing exceptional investment solutions and insights to their clients.Generated from the website

Wells Fargo Advisors offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning, tailored to meet the needs of both individual and business clients. With a network of dedicated financial advisors, they emphasize a client-first approach and provide resources for a variety of financial products, such as IRAs, college savings plans, and borrowing solutions. The firm focuses on helping clients navigate their financial journeys through personalized advice and insights. Their commitment to protecting clients from potential scams and offering strategic market commentary further demonstrates their dedication to maintaining clients' financial well-being. Generated from the website

Elder Advisers is a trusted advisory service based in New Albany, IN and Louisville, KY, specializing in helping individuals and families navigate the complexities of long-term care planning and financial management. With a team of experienced professionals, they offer personalized solutions to help clients avoid financial hardship when it comes to nursing home expenses. From estate planning to accessing veterans' benefits, Elder Advisers provides comprehensive support and guidance to ensure the best interests of their clients are always prioritized. With a commitment to excellence and a track record of satisfied customers, they have earned a reputation for their reliable and efficient services in handling paperwork, making necessary phone calls, and answering important questions during challenging times.Generated from the website