Waddell & Reed – Bennie Schmidt

As a CPA, I regularly have clients requesting a referral to a good financial planner. For almost 10 years, although I had many financial planners request client referrals from me, there wasn’t a single one that I could refer to. Whether it be their communication style, investment knowledge, product line or any other reason, there just wasn’t one that I felt comfortable referring my trusted clients to… until I met Bennie.
He listens to his clients. He truly cares about their goals and dreams. The level of planning and looking ahead is bar none and my clients have given me consistent feedback that they are so happy to work with him and his staff. Giving a referral to a client is a direct reflection of myself and my firm and I can say I can refer my clients to Bennie with 100% confidence.
He handles retirement accounts for individuals and businesses as well as non-​retirement regular brokerage accounts, so my business and individual clients alike are sent to his very capable hands.
Thanks Bennie for taking such good care of my people!