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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 & all the associates treat us like family. Truly care about our future.
Brian has been our financial planner for close to 20 years. He has been and continues to be very helpful towards reaching both our short and long-term financial goals.
Brian Wong has been my financial advisor for 25+ years and I feel so blessed to have had him guide me through the maelstrom of the financial world in an ever changing, and often mercurial, political and economic world. Over the years, Brian has kept up his education in the various fields of finances, and he is superbly qualified to guide clients into a secure and financially safe retirement. On a personal level, he has patiently guided me with his expertise, time, special zoom meetings, phone calls answering questions etc, i... read more
We have worked with Brian and his team for over twenty years. Excellent service. Great staff that cares about their clients. I highly recommend them for financial services.
My wife and I have entrusted Brian with our financial planning for over 20 years and we are incredibly grateful. We are very glad that we have someone that we have complete confidence in.
Frequently asked questions about Waddell Reed
How is Waddell Reed rated?
Waddell Reed has a 5 star rating with 20 reviews.
When is Waddell Reed open?
Waddell Reed is closed now. It will open tomorrow at 9:00 a.m.
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