Waddell & Reed
About the Business
Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals for 75 years. 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 utilizing our financial planning process.


Related Merchants

Primerica a variety of investment products and financial services
Established in 1986, Primerica Financial Services offers a variety of investment products and financial services. With headquarters in Duluth, Ga., the company initially focused on selling affordable life insurance plans to middle-income families. Since then, it has grown into one of the leading financial companies in the United States, with more than 100,000 licensed independent representatives. Primerica Financial Services offers term life insurance, mutual funds and variable annuities, as well as legal services to nearly 5 million customers. It employs more than 2,000 individuals and conducts business in the U.S., Canada, Puerto Rico and Spain.

The Harlow Group
Overview: We provide insurance protection products and financial products and services for individuals, businesses and their employees. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct. Partners with over 100 years of cumulative experience in providing sound solutions for businesses and individual clients. The Harlow Group, LLC offers expertise in all forms of group health, group life and group disability income plans. With over 100 years of combined experience, the partners at the Harlow Group can bring that expertise to bear on your particular company situation. Each of the partners has a professional designation of either CLU or ChFC, meaning we've completed many years of study and we're sworn to adhere to the highest ethical standards. Our long standing membership in the National Association of Insurance and Financial Advisors is testimony to our commitment to professionalism and continuing education.

Rental Kharma
Getting ahead financially can be difficult for the one in four Americans who do not have enough credit history to generate a credit score. But Rental Kharma is here to help. We are passionate about empowering these individuals and providing them with the tools to build their credit themselves. Over 100 million Americans struggle with their credit and are denied access to traditional financial products. That's why we strive to create a sustainable and simple way for renters to establish and build their credit history through their largest monthly payment: rent! With Rental Kharma, there's no need to pass a credit approval or put down a large security deposit. You just get the recognition you deserve for being a good renter. The current financial system is designed to exclude those without credit from building it. At Rental Kharma, we believe everyone should have the right to a secure financial future and that's why we offer the tools to help you build your credit yourself. With our assistance, you can gain the financial recognition you deserve and strengthen your credit standing.

Andrew Clyne, LUTCF - Aggregate Wealth Management
A fee-based financial advisor can help you plan for the future and manage your retirement income. They have the necessary expertise to guide you through the financial planning process, helping you make informed decisions about your money. This can range from investment strategies and long-term goals to portfolio management. They can also help you stay on track with deadlines and paperwork, providing peace of mind throughout the entire planning process. The right advisor can be instrumental in helping you achieve your long-term financial goals and prepare for retirement. They can provide assistance in understanding complex financial products, providing advice that is tailored to your individual circumstances. With a fee-based financial advisor by your side, you can make sure that your investments are able to generate steady returns and that your retirement will be comfortable. A fee-based financial advisor is an invaluable resource to help you navigate the often confusing world of financial planning and retirement income planning. They are experts in the industry and can provide advice that is tailored to your individual needs. Don't go it alone – find the right advisor today and get the help you need to get on track for a secure financial future.

Ashraf Gerges - COUNTRY Financial representative
As a COUNTRY Financial representative, Ashraf Gerges is dedicated to providing financial security for individuals. He works directly with clients to assess their specific needs and assists them in finding the right insurance and financial products and services to protect their current and future financial well-being. With a full range of products available, he can help create a tailored plan to ensure a secure and prosperous future. Mr. Gerges has the expertise to identify the best solution for every individual. He takes the time to listen to his clients and provide personalized advice on how to achieve their financial goals. He believes in building long-term relationships with his clients, and is committed to helping them reach their desired outcome. With a wealth of experience and knowledge, he is the perfect choice to ensure your financial security.

Heckman Financial & Insurance Services
Creating a secure financial future doesn't have to be complicated and overwhelming. Eric Heckman of Heckman Financial & Insurance Services has developed a Blueprint To Worry Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting principal. His approach is tailored to each client's individual needs and will help them to create a plan for their future. Eric and his team are experts in alternative financial products and wealth management and are dedicated to helping their clients reach their financial goals. They provide personalized services to build a portfolio that is designed to protect and grow clients' assets while preserving their principal. Their process has been trademarked and Eric offers complimentary consultations so that clients can get started on their journey to financial freedom and security.