MoneyGram

Our team is comprised of three Wealth Planners; David Baitel, Michael Lentz, and Marcello DiFrancesco. We believe our team approach to working with clients differentiates us from many financial advisors as we include inputs from multiple advisors when building the best path towards your financial goals. We offer a variety of services for our clients including wealth planning, retirement planning, investment management and specific goal planning. We understand that everyone views their money and financial goals differently and we stive to work with each client in the manner that best suits them.

Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by ut...

SpecialtiesEstate Planning, Retirement Planning, Investments