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Investments

Investments

Our goal at Waddell & Reed is to help you to invest...with a plan. For more than 80 years Waddell & Reed has been helping people in all walks of life to identify and address their financial goals aided by providing a foundation of knowledge to help them make informed decisions.

So whether you are a new investor just starting out or a more experienced investor looking for additional products or services, we are ready to help whether it is setting investment goals, understanding your personal risk tolerance or helping you with asset allocation to help balance and monitor risk and return.

Please feel free to contact me for a complimentary, no obligation consultation so that we can sit down together to discuss your personal investment goals.

Barbara Rosasco

Telephone: 650-389-1030

Email: bsabolrosasco@wradvisors.com


Investing involves risk, including the potential for loss of principal. Using asset allocation as part of your investment strategy does not guarantee a profit or protect against a loss.

06/18