1253 Centre TurnpikeOrwigsburg, PA 17961
We're community minded individuals who help you plan your financial journey.
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
We offer a full library of resources to help boost your financial planning knowledge.
Tax Reform: Before and After
Perception vs. Reality
We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.