Julie Hupp Waddell & Reed Financial Advisors

970 Harris Rd
Grayslake, IL 60030-3570
Local: (847) 231-0990

      Accounting & Financial Services

      • Guarantees / Warranties Available
      • Services Offered

        Accounting Services,Estate Planning,Estate Taxes,Estates, Trusts & Gifts,Profit Sharing Plans,Retirement Planning,Audit Preparation,College Planning,Financial Planning,Income Tax Planning,Pension Plans,State Tax Preparation,Tax Planning & Preparation,Business Consultation,Income Tax Service,Individual Retirement Programs,Individual Taxes,Investment Management,Tax Penalty Assistance

      • Licenses, Certifications, Accreditations

        AICPA Member,Certified CPA

      Banks

      • Products Offered

        Revolving Credit Lines,Consumer Loans,Savings Accounts,Credit Cards,Mortgages / Home Loans,Investment Products,Tax Favored Accounts--Keogh, SEP, IRA

      • Special Services Offered

        Rewards Programs,Securities Brokerage

      • Services Offered

        Cash Management Services,Asset Management

      Hours:

      Please call for our normal hours of operation.
      Julie Hupp Waddell & Reed Financial Advisors
      (847) 231-0990
      970 Harris Rd
      Grayslake, IL 60030-3570
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