Waddell & Reed
General Member
Koppen, Chris
Financial Advisor
5000 Falls Of Neuse Rd
Suite 400
Raleigh, NC 27609
USA
Tel.: (919)876-5747
Fax: (919)876-2886
Email: ckoppen@wradvisors.com
Website: http://www.ckoppen.wradvisors.com
Financial Planning and Investment Services, Insurance.
Comprehensive Financial Planning including: Retirement Planning, IRA's, Rollovers, 401(k)/403(b) Review and Consulting, Education Funding, Investment Strategies and Estate Planning.
Insurance Portfolio Review and Products including: Life, Disability, and Long Term Care Insurance and Annuities offered through multiple outside insurance companies and carriers.
I specialize in helping people create plans to help them work toward their financial goals and provide a secure future for their families. Everybody is different. To be successful in planning, I would need to discuss your specific areas of need.
I offer a FREE financial planning consultation. There is no obligation, only a genuine interest in helping you get started down the path to your financial independence.
Other Contacts: Sandra Hayes, Office Administrator
919-876-5747
shayes5337@wradvisors.com
Member to Member Discount
20% Off Financial Planning Fees
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Categories/Services:
Business and Personal Finance
Financial & Investment Services
Insurance
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