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Frank Lasko

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History

Member for
4 years 9 months 3 weeks

Personal Info

Full Name
Frank Lasko
Bio

With over 38 years of industry experience I feel particularly qualified to help clients pursue their financial goals; from educational funding [minor's trusts, 529 plans and Coverdell Education Savings Accounts] to retirement investing/planning [IRA, SEP, 401(k) and 403(b) plans] and Social Security claiming strategies. Every client has their own needs and dreams. I try to capture a family's entire financial picture and apply a holistic approach to their planning.

Personal Webpage
http://waddellphoenix.wrfa.com

Professional Info

Organization
Waddell & Reed
Job Title
Waddell and Reed
Industry
Financial Services
Profession
Finacial advisor
Business Description

Financial planner/advisor working with families and businesses acheive "BIG PICTURE" goals- Retirement,childrens education and building wealth.

 

I make my client's retirement dreams come true... 480-222-6700 ex 185

Address
7001 North Scottsdale Road
Address Line 2
Ste 2035
City
Scottsdale
Zip
85253
Phone
480-222-6700 ext 185

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