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Waddell & Reed, Inc. - Financial Advisors

5.0

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Location details

1200 28th St #200, Ste 200, Boulder, CO, 80303, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.05 reviews
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Mara Luckey's profile image
Mara Luckey 
on Google
5 years ago

We have been extremely impressed working with Jim Butler for the past year and a half. He is very sharp, knowledgeable, responsive, personable, and genuinely cares for his clients. Jim is on top of what is going on in the financial markets, has great insight of the funds they manage, historical financial performances over the years, and what is the best option for the client based on the stage in their life and their financial posture. We would highly recommend him as a financial planner! 

Aaron Mote's profile image
Aaron Mote 
on Google
8 years ago

This office has great advisors that really focus on their clients. I highly recommend this local team! 

James Butler's profile image
James Butler 
on Google
9 years ago
Simon Heart's profile image
Simon Heart 
on Google
10 years ago

I have been very impressed with David Cooke at Waddell & Reed. He is very attuned to his clients needs and provides comprehensive financial planning geared towards individual goals. I would strongly recommend David to individuals that are serious about improving their financial picture and getting their retirement or other plans on track! 

Leslie Cook's profile image
Leslie Cook 
on Google
10 years ago

David Cooke is my go to guy at Waddell and Reed. He is very knowledgeable about the different types of plans that will work for my family's investing. He is also very responsive when I have "last minute questions". Thanks David! 

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Frequently asked questions about Waddell & Reed, Inc. - Financial Advisors

How is Waddell & Reed, Inc. - Financial Advisors rated?

Waddell & Reed, Inc. - Financial Advisors has a 5 star rating with 5 reviews. 

When is Waddell & Reed, Inc. - Financial Advisors open?

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

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