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Waddell Reed
- Finance
- San Mateo, CA
About this business
Location details
1875 S Grant St #750, Ste 750, San Mateo, CA, 94402, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Brian and his team are very professional and treat their client as close family and take care of our needs. We are very happy with their services and the advices given. Highly recommended.
Brian has been our trusted financial planner for over 15 years, and we can't recommend him highly enough. From day one, he's brought us extraordinary peace of mind — helping us navigate everything from college savings for our kids to retirement planning to the inevitable twists and turns of the market. He has a rare gift for making complex financial decisions feel simple and manageable, and he always takes the time to explain the "why" behind his advice. What sets Brian apart is how personally invested he is in our family's ... read more
I’ve been with Red Tower Advisors since the birth of my oldest daughter 21 years ago. What started with opening a 529 plan for her has grown into a trusted, long-term relationship, with Brian and his team now managing our retirement IRAs as well. They are knowledgeable, responsive, and always easy to work with. Most importantly, I’ve always felt that they have our family’s best interests at heart. I highly recommend Red Tower Advisors to anyone looking for a financial advisor they can trust.
We've been working with Brian Wong and his team for over 10 years, and I can't recommend them highly enough. Brian has helped us with so much more than just investments. He's guided us through long-term financial planning, saving for our children's education, insurance decisions, major purchases, and thinking through how to balance spending today with planning for the future. Having someone who looks at the whole picture has been incredibly valuable. One thing I've always appreciated is his thoughtful, disciplined approach. ... read more
Brian & all the associates treat us like family. Truly care about our future.
Frequently asked questions about Waddell Reed
How is Waddell Reed rated?
Waddell Reed has a 5 star rating with 24 reviews.
When is Waddell Reed open?
Waddell Reed is closed now. It will open at 9:00 a.m.
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