This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
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 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.
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
Frequently asked questions about Waddell Reed
How is Waddell Reed rated?
Waddell Reed has a 5 star rating with 19 reviews.
When is Waddell Reed open?
Waddell Reed is open now. It will close at 4:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com