Waddell & Reed Financial Advisors
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Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: I believe in relationships. Call me old-school, but I believe that a handshake and transparency are paramount to business success.
I provide a full-spectrum of Financial Services, with Financial Planning as the foundation of each relationship. I am fully licensed in both Securities and Life Insurance in Oregon, Washington, and Alaska, as well as Securities in California.
Connect with me today and let me show you how I invest in relationships.
I love being an advocate for people and their financial well-being. I love solving problems and providing solid solutions that focus on achieving goals and meeting objectives.
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Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
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Patrick S.
Jul 25, 2017
Jeremy is the best in the business. I've never had a comprehensive plan like this one that gives me the confidence to follow the investment strategy and know it will get me where I need to go. We came up with some short and long term goals and are almost at our short term goal a year-and-a-half head of schedule. I couldn't be happier in knowing I now have a real plan of how to afford retirement and any other financial hurdle that might come along the way.
Jessica W.
Jul 25, 2017
Jeremy is fantastic! His attention to detail is amazing and he does a great job addressing all our questions /concerns. We've had a few financial advisors in the past that did NOTHING to actually help us financially. We're already seeing the benefits of working with him and it's only Ben a few months.
Carol V.
Jul 25, 2017
Working with Jeremiah has been very pleasurable. He is easy to talk with and understands questions I present. His focus is to provide for me the best financial plan possible that works the way I want it to. There has never been a push to get me into any situation I am uncomfortable with. I really enjoy working with this highly professional individual, and recommend his services to anyone looking for a financial advisor for the first time, or changing for a better experience.