This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Waddell & Reed, Inc. - Financial Advisors
- Financial Services
- Portland, OR
About this business
Location details
Lloyd Center Tower, 825 NE Multnomah St #1120, 825 NE Multnomah St #1120, Portland, OR, 97232, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Keith Powell- Waddell & Reed – Keith has been my Financial Advisor since 2009. He really took the time to get to know me, my business and my special needs. Entrepreneurs such as myself need special attention and I highly recommend Keith and his extensive expertise to help guide us and thrive in this economy!
Found Me Affordable Insurance – We all think about getting life insurance but a lot of us think we can't afford it. I was in the same boat. I am definitely not getting any younger. So I looked around and shopped and got so tired of looking I decided not to get any. Then Keith told me he could help me. He got me quotes set everything up for me, did all the leg work and found me affordable life insurance that I am happy with. If it wasn't for him, I still wouldn't have life insurance. He handled everything including taking the... read more
NEVER BUY FROM FLETCHER JONES – I was amazed at what this place looked like and was completely shocked when they fraudulently double billed me. I was swarmed by competing sales people and when I finally bought the car...I was promised the world. I never received the missing pieces from my new car or the new dvd that was suppose to come with it. On top of this, they cashed my check AND charged my credit card. I tried calling and emailing over 21 times and never received one phone call in return. I recorded conversations with ... read more
internet sales department leaves alot to be desired! – not impressed. I truly cannot stand car salesman so I attempted to get some pricing online for a 2010 S550 with Fletcher Jones. I don't want my time wasted and I wont tolerate pressure. I explained all this in email. I was just told I need to come in. 3 times. I have purchased many vehicles this way and no other dealers have problems giving pricing over email. My credit is perfect, I know what I want. This dealer obviously has a plethora of business and doesn't need mine... read more
Saving Money for my future – Keith becoming my financial planner has been the best decision I made for my future in 2009. He successfully rolled over my 401k and set up an automatic fund which transfers money out of my account before I can spend it. I am in sales and like several people in sales my money is down right now. Thanks to Keith I have still managed to save $3,500 and he has made me an additional $1,500 through investments. I recommended him to my friends and family and recommend him to you for your future.
Keith Powell Saved Our Retirement – My husband (who is retired) and I had lost a bundle in the stock market; so much that our future looked extremely bleak. Keith sat down with us and showed us how to grow what's left of our retirement funds with OUT getting back into the Stock Market. Our financial outlook now looks much rosier; and we feel that we can both enjoy our retirement years now without worrying about running out of money. Keith has a positive, can-do attitude; and that made a really big impression on my husband an... read more
Well Placed Trust – Keith has consistently been attentive to my financial picture. His efforts to streamline my personal and busniness costs has been inexhaustable. In a matter of months, and a couple of meetings, Keith was able to save my FIRM some $18,000.00 in taxes alone. My trust in Keith is well placed. So such would be yours
Positive Attitude= Positive Change – I am one of Keith's clients, and I cound not be happier to have him as my financial advisor. To put it simply, he's quite brilliant, personable, and very positive. I personally believe that it is important to have an advisor that you are very comfortable with, and for me, Keith is that person. If you want to make a posisitive change in your financial future, it is crucial that you work with someone who really cares about your situation, and both has the knowledge and desire to help you ou... read more
The Best Plan for your future – Keith has really helped me with planning for the future. He has also ben great at helping me understand the economic ups and downs in this current roller coaster ride of an economy. If you need a calm guide through the tough times of today and plan for the better times ahead, Keith is a great choice.
Frequently asked questions about Waddell & Reed, Inc. - Financial Advisors
How is Waddell & Reed, Inc. - Financial Advisors rated?
Waddell & Reed, Inc. - Financial Advisors has a 4.1 star rating with 9 reviews.
When is Waddell & Reed, Inc. - Financial Advisors open?
Waddell & Reed, Inc. - Financial Advisors is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com