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Home > Financial Planner Directory > Ohio > Cincinnati > Walter R. Wilson, Jr., CFP®

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Walter R. Wilson, Jr., CFP®

Waddell & Reed, Inc.

625 Eden Park Dr
Suite 450
Cincinnati, OH 45202-6006
Phone: (513) 985-9430
Fax: (513) 985-9452

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Estate Planning
Investment Management
Mutual Funds
Getting Married
Job Loss
Insurance
Retirement
Starting a Family

How Planner Charges

Combination Fee/Commission

Considerations: Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements. Waddell & Reed, Inc., member FINRA/SIPC. Offering free, no obligation initial consultation.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.