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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 |
Had you told me 10 or so years ago, before we started working with Brian and his team, that we would be in our current financial situation, I would have laughed at you. We are extremely pleased and satisfied with the services they provided us over the last decade. I won't lie, I'm not great with it comes to finances and that's where Brian and his team comes in. I totally trust him with our finances and he will do whatever it takes to meet our short and long term financial goals. Brian is very personable and quick to reply to... read more
We were able to achieve our goal of retiring early with the help of Brian Wong and his team. We've been his clients for more than eight years and in that timeframe, we have seen our portfolio consistently grow despite the economic ups and downs, the pandemic, and global uncertainty. We have peace of mind knowing that our financial stability is in very good hands. Having a financial planner such as Brian is worth his weight in gold as we do not worry about the day-to-day management of our retirement savings. We have highly re... read more
We have been clients of Brian and his team for over 10 years and we are very satisfied with the services they provide. It is a weight lifted to have a team we can trust with our financial needs and long term goals. Brian is also very responsive and offers thoughtful, helpful solutions as new life events pop up. Brian and his team are personable and professional and we always feel that we are taken care of.
We had Red Tower Advisors (RTA) recommended to us by a close friend who had good things to say about the care and conscientiousness that Brian and his team brought to their work, and how they were more than financial planners because they took a more wholistic approach is perfect for people like us who are constantly worried that we’re forgetting some important aspect of adulting. Now we’re in a position to recommend RTA in a similar way to anyone who needs their investments to fit into other long term planning like insuranc... read more
Frequently asked questions about Waddell Reed
How is Waddell Reed rated?
Waddell Reed has a 5 star rating with 11 reviews.
When is Waddell Reed open?
Waddell Reed is open now. It will close at 4:00 p.m.
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