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Pullman Office

205 East Main Street

Pullman, WA 99163

Tri-Cities Office

1363 Columbia Park Trail, Suite 202

Richland, WA 99352
Your Values, Our Vision

Your Values, Our Vision

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

Our Mission Statement
The Financial Future You Want

The Financial Future You Want

We provide the products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.

Learn About Our Products & Services
Supporting Small Business Owners

Supporting Small Business Owners

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. 

Learn How We Support You

Helpful Content

We offer a full library of resources to help boost your financial planning knowledge.

Retirement Resources

Retirement Resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

Investing Insights

Investing Insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Money Management

Money Management

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. Learn more about a money management approach here.

Whatever matters to you, matters to us.

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