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Waddell Reed

5.0

About this business

Location details

1875 S Grant St #750, Ste 750, San Mateo, CA, 94402, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 4:00 p.m.
Tue9:00 a.m. to 4:00 p.m.
Wed9:00 a.m. to 4:00 p.m.
Thu9:00 a.m. to 4:00 p.m.
Fri9:00 a.m. to 4:00 p.m.
SatClosed
SunClosed
5.019 reviews
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Brian Tekawa's profile image
Brian Tekawa 
a month ago

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. 

Ggisela Nass's profile image
Ggisela Nass 
a month ago

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

mike aaron's profile image
mike aaron 
2 months ago

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. 

Steve Martin's profile image
Steve Martin 
3 months ago

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. 

Adora Lee's profile image
Adora Lee 
5 months ago

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. 

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