Julie Hupp Waddell & Reed Financial Advisors

970 Harris Rd
Grayslake, IL 60030-3570

847-231-0990

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

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