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Waddell & Reed, Inc-Financial Advisors
- Financial Services
- Cadillac, MI
About this business
Location details
116 N Mitchell St, Ste B, Cadillac, MI, 49601, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 1:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Connect Financial was my fourth financial planner I had looked to for advice. I was 28yrs old when I stopped in and they were the ONLY place that gave me the time of day. I’ve been using their services for 4yrs now and I’m very happy with them. Peg & Paul don’t hold judgement on how much money you have to invest. I’m the typical blue collar construction worker and they made me feel very comfortable. I personally believe they genuinely just want to help secure your financial future.
Over the years I have been working with Paul he has been very knowledgeable and helpful!
I have known Paul & Peg for over 10 years and would attest to their professionalism and experience. They both are very much client oriented and always look to do what is best for their clients. They are no pressure and are a joy to work with. Lastly, they are willing to meet and talk with no cost or obligation, so it is easy to get to know them!
Paul Singer has done an exceptional job of handling my investments even during a very turbulent financial time. His advise and tenacity has paid off threefold. Paul has me and my husband in line to retire in the next seven years with a very prosperous financial outlook. Paul is always available to answer any questions I have about my portfolio and is always willing to listen and advise on any changes I might like to make. I would gladly recommend Paul to my friends and family (and I have) for all their financial needs.
Peg and Paul are not only knowledgeable, but very caring. They have been consummate professionals and have helped us grow our investments as well as advised us on all of our financial decisions. I would recommend them to anyone.
Frequently asked questions about Waddell & Reed, Inc-Financial Advisors
How is Waddell & Reed, Inc-Financial Advisors rated?
Waddell & Reed, Inc-Financial Advisors has a 4.3 star rating with 6 reviews.
When is Waddell & Reed, Inc-Financial Advisors open?
Waddell & Reed, Inc-Financial Advisors is open now. It will close at 4:00 p.m.
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