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Waddell & Reed
- Insurance
- Bozeman, MT
About this business
It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We’re here to help educate you about the concepts of financial management. Please contact us for more information on how we can help meet your financial needs for the future.
Location details
2075 Charlotte St #2, Suite 2, Bozeman, MT, 59718, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Paul Jones is very knowledgeable and goes above and beyond for his clients.
Paul was real helpful to our needs, I would totally recommend them! Very helpful & understanding to our needs! Thank you
Paul Jones is excellent to work with! He is extremely knowledgeable and caring! He is able to help you with any financial planning needs! Give him a call!
I have had the pleasure of getting to know Paul Jones, Personal Financial Advisor, at Waddell and Reed over the past year. I can say without reservation, that this man knows his stuff. He is a consummate professional with a personal touch. I would highly recommend his services!
Frequently asked questions about Waddell & Reed
How is Waddell & Reed rated?
Waddell & Reed has a 5 star rating with 4 reviews.
When is Waddell & Reed open?
Waddell & Reed is closed now. It will open at 9:00 a.m.
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