Raul Jacobs – Waddell & Reed

Orland Park, United States

4.5

2 reviews

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Description

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.