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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 |
Working with Brian and team for the last 10 years has provided peace of mind that is difficult to quantify. He has been our trusted financial planner and investment advisor across different life stages and scenarios. He's been very patient and clear as he's explained and re-explained concepts and tools through various administrations, law changes, and economic cycles. His team is awesome too! We have a solid financial plan because of him - and he holds fun and educational events for his clients too. Don't hesitate to explore... read more
We love working with Red Tower, and specifically with Brian and Bryce. We were referred by a friend and a little skeptical at first that a financial advisor would make that much of a difference to our life planning. A few years later we continue to appreciate monthly, sometimes weekly, how great we feel about the financial trajectory we are on using the analysis and guidance from the Red Tower team. We have brought up our own concerns about the economy, questioned the thinking behind the value of different insurance policies... read more
We’ve worked with Brian Wong and Red Tower Advisors in San Carlos for the past three years, and it’s been an outstanding experience. Brian brings clarity, integrity, and real expertise to every conversation — from investment strategy to long-term planning. He listens, follows through, and genuinely cares about his clients’ success. Red Tower Advisors make financial management feel both personal and professional. Highly recommend.
A+++. Brian and his team set us up for retirement and saved us a lot of money through wise investments and tips from their years of experience. I recommended Red Tower Advisors to many friends and coworkers and will continue to send him referrals. We are very happy and wouldn't hesitate to recommended Red Tower Advisors to anyone.
Frequently asked questions about Waddell Reed
How is Waddell Reed rated?
Waddell Reed has a 5 star rating with 15 reviews.
When is Waddell Reed open?
Waddell Reed is closed now. It will open at 9:00 a.m.
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