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Waddell & Reed Inc

4.0

About this business

Location details

2790 Mosside Blvd, Ste 720, Monroeville, PA, 15146, 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
4.04 reviews
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s's profile image
s 
2 years ago

Great advice I did consult an agent from this company when i was ready for an investmnet.He worked out with my schedule because i was very busy in the weekdays.He gave very helpful tips & guidelines about which investment would suit according to my needs & interests.They mailed a bunch of informations & suggestions papers & flyers. 

p's profile image
p 
2 years ago

very good financial advisory service When we wanted financial advice we went to waddel & reed Inc.They are excellent team of financial advisors.They were so helpful & very guideful.They gave us tons of options & its pro-cons & told us what they think about that particular option & why.This made us to choose what we want & it was done so easily.They talk to you & are very friendly.We can ask them for help anytime.Absolutely excellent team.Would highly recoomend them. 

shenita's profile image
shenita 
2 years ago

Learn to invest I have been with Waddell and Reed for 7 years. The financial advisors are concerned about where you put your money. My advisor has given me very helpful tips on how to make my portofolio grow. Waddell and Reed specializes in stock and market fund investments. I would recommend them if you need guidance on saving your money for retirement or college tuition payment for your children. 

Robert S.'s profile image
Robert S. 
12 years ago

Allay Financial Services, LLC Allay Financial Services, LLC was founded in 2012 with a vision of creating lifelong personal relationships and financial planning with a boutique feel, but with institutional investment resources. 

Terry H.'s profile image
Terry H. 
13 years ago

Happy Client Touching lives and meeting people where they are at is what Barb Stowell is all about. I've known her for almost 2 years and finally had a need for an insurance policy. She was a great help to me as the first Insurance company we chose rejected my Preferred staus and wanted more money for the policy. Barb wouldn't let me pay the higher premium...she insisted on finding a better offer from another insurance provider. Within 3 days she called me back w/ exactly that...a national Insurance firm w/ a lower rate that... read more

Terry H.'s profile image
Terry H. 
13 years ago

Happy Client Touching lives and meeting people where they are at is what Barb Stowell is all about. I've known her for almost 2 years and finally had a need for an insurance policy. She was a great help to me as the first Insurance company we chose rejected my Preferred staus and wanted more money for the policy. Barb wouldn't let me pay the higher premium...she insisted on finding a better offer from another insurance provider. Within 3 days she called me back w/ exactly that...a national Insurance firm w/ a lower rate that... read more

Terry H.'s profile image
Terry H. 
13 years ago

Happy Client Touching lives and meeting people where they are at is what Barb Stowell is all about. I've known her for almost 2 years and finally had a need for an insurance policy. She was a great help to me as the first Insurance company we chose rejected my Preferred staus and wanted more money for the policy. Barb wouldn't let me pay the higher premium...she insisted on finding a better offer from another insurance provider. Within 3 days she called me back w/ exactly that...a national Insurance firm w/ a lower rate that... read more

Terry H.'s profile image
Terry H. 
13 years ago

Happy Client Touching lives and meeting people where they are at is what Barb Stowell is all about. I've known her for almost 2 years and finally had a need for an insurance policy. She was a great help to me as the first Insurance company we chose rejected my Preferred staus and wanted more money for the policy. Barb wouldn't let me pay the higher premium...she insisted on finding a better offer from another insurance provider. Within 3 days she called me back w/ exactly that...a national Insurance firm w/ a lower rate that... read more

Karen R.'s profile image
Karen R. 
15 years ago

Financial Accounting and Planning Richard Walters is an excellent account and financial advisor/financial planner. Whether you have little funds or a lot of funds; whether for current or retirement. He will help with all of your financial needs and answer all your questions, working with you in whatever your situation may be. 

Frequently asked questions about Waddell & Reed Inc

How is Waddell & Reed Inc rated?

Waddell & Reed Inc has a 4 star rating with 4 reviews. 

When is Waddell & Reed Inc open?

Waddell & Reed Inc is closed now. It will open at 9:00 a.m. 

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