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Waddell & Reed 

Locations:
Helena
900 N. Montana Ave.
Suite B-7
Helena MT 59601
JASON RENSKERS

Phone:
(406) 449-6726
Fax:
(406)457-8404

Great Falls
501 Park Drive South
Suite 2 POB 1908
Great Falls, MT 59405
JAY STENZEL, MGR

Phone:
(406) 761-8888

Bozeman
115 W Kagy Blvd
Plz 2 ST A
Bozeman, MT 59715
MICHAEL ERICKSON

Phone:
(406) 586-8581

Web Site:
 http://www.waddell.com

Specializes in: 
Financial Services - Investments

Waddell & Reed has helped millions of Americans develop financial plans to help them realize their dreams -- of sending their children to college, providing for retirement, or simply accumulating assets -- attainable, real dreams that improve people's lives. Through long-term, one-on-one relationships, Waddell & Reed has succeeded by helping people identify their goals and develop strategic plans for achieving them.

The Financial Planning Process is personalized program to help people by analyzing information, researching appropriate strategies, and recommending suitable actions. The company's commitment and dedication to this process is paramount to its success -- and the success of its shareholders.

The synergy of Waddell & Reed's approach --personalized implementation of the Financial Planning Process with diverse alternatives, implemented proactively through long-term relationships -- is the core of the Waddell &Reed concept . . . and the key to the company's continuing success.

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