Waddell & Reed, Barbara Rosasco

Today's investment climate offers risks and opportunities. We help clients manage risks and take advantage of opportunities by using three key tools: A clear understanding of their financial goals, a well-defined roadmap for achieving those goals, and ongoing advice to help adjust their roadmap when their needs change. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long term objectives.