Prinvest Advisors

Prinvest Advisors

We are a group of LPL Financial Advisors at Waddell & Reed that are dedicated to helping clients pursue their financial goals & objectives. Prinvest Advisors was formed by Levi Befort & Steve Farrell with the clear purpose of  bringing clarity & confidence to our clients lives by focusing in on their financial situations. By joining forces with other associates at Waddell & Reed, we’ll be able to offer you the breadth of knowledge gleaned from our combined experience of 70 years! We recognize that everyone’s financial situation is unique and we believe that a strong, personalized relationship drives the foundation for creating comprehensive financial plans based on your goals, your time frame and your tolerance to risk. We pride ourselves on developing life-long relationships with our clients & families while striving to provide them with the highest levels of service & support. We will be there to help you each step of the way in the pursuit of your personal financial goals.

 

Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets. 

As financial advisors, we offer access to investments, insurance and a comprehensive financial picture. At Prinvest Advisors, we can help.

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