Kelly Wade - Waddell & Reed

Description

Kelly Wade at Waddell & Reed in Emporia, Kansas, offers comprehensive financial services designed to help clients achieve their financial objectives. As a trusted financial planner, Kelly Wade specializes in personalized investment services tailored to individual needs and goals. The practice provides expert financial advising across multiple areas, including portfolio management, retirement strategies, and risk management. Clients benefit from professional guidance in estate strategies, life insurance planning, and education funding solutions. Additional services encompass cash flow analysis, charitable giving and legacy planning, and specialized support for small business ownership.