The Power of Your Money

Many people don’t know the power within their money — power to meet their goals, to solve problems or to improve their lives. At Reed Financial our skill is in uncovering the possibilities within your financial portfolio.

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Communication

A feeling of being “known.” This is a large part of the Reed Financial Services difference — more than one person who knows how to respond to your questions or concerns. A live person to answer the phone. A responsive, caring team of people working to serve you — and your knowledge that someone is always there for you.

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Not Cookie Cutter

At Reed Financial, you’re not just “a number” — and you certainly don’t have the same situation or financial needs as anyone else. So why should your portfolio or your plan look like a whole bunch of others? It shouldn’t, and at Reed Financial you will get the individual attention and the customized plan that mirrors the uniqueness of your desires and needs.

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Simplicity

Wealth management is complicated enough without your having to know or be exposed to every detail. At Reed Financial we strive to manage the complexity in a way that removes the burden from you.

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INVESTMENT MANAGEMENT

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Our unique approach to picking investment managers, matching managers to client needs and monitoring performance of both investment managers and client portfolios ensures our clients that their changing needs are met.

FINANCIAL PLANNING

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Whether it’s budgeting for every-day life or the assurance that you will live well in retirement, establishing a legacy through philanthropy or planning your estate for transferring wealth, our knowledge and experience will give you a solid plan.

A TEAM APPROACH

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At least three people know you and your unique needs. Having you feel known, offering a high level of service with quick response, providing long-term continuity — these are our main goals in client service.

EXPERIENCE THAT MATTERS

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Our founder and president, James Reed, brings years of experience and unparalleled expertise to the practice of investment management and financial planning. Supporting him are a team of top professionals.

Second Quarter 2018 Newsletter

With graduation season upon us, learn about college planning and student loans, meet our newest addition, Cathleen Pegg and think about who you surround yourself with!

Learn More