• The Lakeshore Group, Waddell & Reed

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    Financial Planning & Services

    About Us

    Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years. We provide financial planning, retirement planning, education funding and much more with a focus on building long-term relationships with our clients as trusted advisors.

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    Terri Ferrise
    Financial Advisor, MBA, FIC, RICP
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