Telephone:
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+1 708-478-0172
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Website:
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Address:
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10310 Orland Pkwy Ste 102, Orland Park, IL, 60467 |
Nearby public transportation stops & stations:
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1.3 miHickory Creek
1.8 miOrland Park 179th Street
1.9 miMokena
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Categories:
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Today | – |
Local time (Orland Park) | 00:16 Sunday, 1 June 2025 |
Monday | 9:00 am – 5:00 pm |
Tuesday | 9:00 am – 5:00 pm |
Wednesday | 9:00 am – 5:00 pm |
Thursday | 9:00 am – 5:00 pm |
Friday | 9:00 am – 5:00 pm |
Saturday | – |
Sunday | – |
Specialties
Customizable approach to financial planning and investment strategies. Our company helps client achieve financial goals by creating a Financial Plan.
History
Established in 1937.
Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors.
Meet the Manager
Raul J.
Manager
Raul Jacobs is a Financial Advisor who values his clients as individuals and aligns each investment with their unique goals and priorities. He focuses on empowering his clients, and believes that your investment should work for you, not the other way around.
Based in Chicago, his refreshing approach to financial planning involves designing a custom portfolio for every client.
Waddell & Reed offer services in financial planning, investment account management, annuities, life insurance products and customizable 401Ks for small businesses. Raul received his degree in economics from the Oxford University in 2011.