Wise Wealth

Raymond James Financial Services in Lees Summit is dedicated to providing top-notch financial solutions to clients who demand excellence. With a commitment to delivering nothing but the best, they ensure that clients receive the highest quality service and expertise for all their financial needs. Generated from their website's infomation

Steve Heggs - Raymond James is a financial services firm based in Blue Springs, MO, specializing in investment management and wealth planning for individuals and businesses. With a focus on personalized strategies and long-term financial goals, the firm offers a range of services to help clients navigate the complexities of the financial markets and achieve their objectives. Generated from their business information

Established in 1937, Waddell & Reed Inc. is one of the oldest mutual fund companies in the United States. Based in Independence, Mo., it provides assistance in mutual funds, retirement plans, educational funding, managed accounts, insurance, financial/cash management and other investments. The company distributes investment products through its Waddell & Reed Advisors channel, Wholesale channels and Institutional distribution segment. The company offers asset management and financial planning services through its subsidiary firm Waddell & Reed Investment Management Company. Additionally, its underwriting and distribution business operates through three brokers/dealers, such as Waddell & Reed Inc., Ivy Funds Distributor Inc. and Legend Equities Corporation.