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Waddell & Reed
- Financial Advising
- Austin, TX
About this business
Location details
9500 Arboretum Blvd #225, Ste 225, Austin, TX, 78759, 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 |
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Waddell & Reed Austin
Keith Powell-Waddell & Reed – Keith has managed our money for 2 years. He came up with a solid plan that my wife and I approved (with little or no changes-he knows what he is doing). He is a true professional. He makes my wife and I feel very comfortable talking about our finances. His expertise and ability to speak in lamens terms makes him a superstart in our eyes. Plus all of our accts are up!
Keith Powell- Waddell & Reed – Keith has been my Financial Advisor since 2009. He really took the time to get to know me, my business and my special needs. Entrepreneurs such as myself need special attention and I highly recommend Keith and his extensive expertise to help guide us and thrive in this economy!
Found Me Affordable Insurance – We all think about getting life insurance but a lot of us think we can't afford it. I was in the same boat. I am definitely not getting any younger. So I looked around and shopped and got so tired of looking I decided not to get any. Then Keith told me he could help me. He got me quotes set everything up for me, did all the leg work and found me affordable life insurance that I am happy with. If it wasn't for him, I still wouldn't have life insurance. He handled everything including taking the... read more
Saving Money for my future – Keith becoming my financial planner has been the best decision I made for my future in 2009. He successfully rolled over my 401k and set up an automatic fund which transfers money out of my account before I can spend it. I am in sales and like several people in sales my money is down right now. Thanks to Keith I have still managed to save $3,500 and he has made me an additional $1,500 through investments. I recommended him to my friends and family and recommend him to you for your future.
Keith Powell Saved Our Retirement – My husband (who is retired) and I had lost a bundle in the stock market; so much that our future looked extremely bleak. Keith sat down with us and showed us how to grow what's left of our retirement funds with OUT getting back into the Stock Market. Our financial outlook now looks much rosier; and we feel that we can both enjoy our retirement years now without worrying about running out of money. Keith has a positive, can-do attitude; and that made a really big impression on my husband an... read more
Well Placed Trust – Keith has consistently been attentive to my financial picture. His efforts to streamline my personal and busniness costs has been inexhaustable. In a matter of months, and a couple of meetings, Keith was able to save my FIRM some $18,000.00 in taxes alone. My trust in Keith is well placed. So such would be yours
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Waddell & Reed is open now. It will close at 6:00 p.m.
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