IRA Rollover, College Funding, Financial and Retirement Planning, Estate Planning, Long-Term Care, Business Succession, Wealth Transfer, Retirement Plans, Financial Wellness Program Waddell & Reed is one of the oldest Asset Management and Financial Planning firms in the US. We've been serving investors for over 70 years. Jenny Alston is a client-centered Financial Advisor in Virginia Beach serving individuals and business owners. Her Background is in Accounting, Tax Services, and Business Administration. Her advice is straighforward and easy to understand.
Join us this March and April for the Waddell & Reed Financial Education Series at Meyera Oberndorf Central Library in Virginia Beach, VA. Please visit our Seminar page for details. Cost to attend is FREE but space is limited. You may RSVP online, call Jenny at 757-431-2929 ext 131 or e-mail jalston@wradvisors.com
Request our Monthly Newsletter we frequently update our information and we would not want you to miss any developments in the area of personal finance. PRODUCTS AND SERVICES: Wealth Transfer Strategies
Financial Planning
Asset Management
Retirement Planning
Tax Planning
Education Funding
Investment Planing
Investments
Estate Planning
Financial Workshops
Insurance - Disability, Life, Long-Term Care
401k, Retirement Plans/ Employee and Executive benefits
Financial Wellness Program for your company
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Jenieza Alston, MBA
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How much do you need to save each year to meet your long-term financial goals? Estimate of the maximum amount of financing you can expect to get when you begin house hunting. How much Disability Income Insurance do you need? This calculator is designed to help you attach a dollar figure to your life’s work. |
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2901 So. Lynnhaven Rd., Ste 340 Phone: Office:757-431-2929 x 131 or Cell: 757-839-2173 |
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Securities and Investment Advisory Services offered through
Waddell & Reed, Inc., a Broker/Dealer, Member
FINRA/SIPC
and a Federally Registered Investment Advisor.
Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. This site is published for residents of the United States only. Financial Advisors of Waddell & Reed, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Privacy Policy |