Waddell & Reed

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Primerica Financial Services, based in Saint Paul, MN, has been dedicated to empowering families for over 48 years through financial education and personalized solutions. Their licensed representatives, who come from diverse backgrounds, help clients navigate their financial futures by providing essential tools and resources, including term life insurance, investment strategies, and debt management plans. With a commitment to a people-first philosophy, Primerica aims to foster financial independence for middle-income families across North America. Their complimentary Financial Needs Analysis allows clients to understand their current financial status and set achievable goals, further supported by 24/7 access to track progress through a personalized online portal. Generated from the website

Edward Jones Investments, situated in Oakdale, MN, is a reputable financial services establishment that caters to the investment aspirations and financial strategies of individuals, families, and small businesses. Specializing in offering personalized advice, their services encompass a wide array of financial planning areas, including investment management, retirement planning, estate planning, and education savings programs. The firm stands out for its extensive network of committed financial advisors spread across the country, who are dedicated to fostering enduring relationships with clients through in-depth consultations and continuous support as they navigate the complexities of financial decision-making. At Edward Jones Investments, the focus lies on providing tailored financial solutions that prioritize the unique needs of each client, steering away from one-size-fits-all approaches in favor of customized strategies. By eschewing a generic, transactional model, the firm ensures that thoughtful and comprehensive planning is accessible to investors of various backgrounds and financial goals. Clients can expect a personalized and attentive experience, where the emphasis is placed on collaborative efforts between advisors and clients to prepare them for the diverse stages of life's financial journey. Generated using this brand's available information