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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