When is it time to invest?
If you would like to get started with W&A, please download the client questionnaire.
For your protection, W&A requests that you do not return this completed form via regular email. Please send through a secure portal or encrypted email or contact our office to schedule a time to meet with an advisor.
Financial Planning Center
Why Waddell and Associates is different:
- Unbiased investment advice based on independent research
- Independent – no commissions or incentives from fund companies
- Ongoing account management
- Commitment to client communication
Fill out the form to the below and an advisor will contact you soon.