Waddell & Reed Financial Advisors

We offer clients in Missoula and beyond, a comprehensive spectrum of financial products and services including: customized financial planning, investments, retirement strategies, estate planning, insurance and annuities. Greg has more than 30 years experience serving clients as a Financial Advisor, and our team will listen to your needs to help determine the right course for your financial future. We take our work seriously, believing we can help enrich and leverage your financial well-being. Securities offered through LPL Financial, Member FINRA/SIPC (finra.org/sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness.