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Waddell & Reed offers mutual funds to individual investors through a network of financial advisors. The company caters to the needs of customers across the United States and Puerto Rico from various locations. It offers a range of educational funding and investment management services, as well as assists in insurance, estate, tax, business and retirement planning. In addition, Waddell & Reed provides several online calculators. The company administers a financial wellness program that helps in increasing productivity and decreasing turnover. It offers a variety of annuities and life insurance products. Waddell & Reed also provides brokerage, transaction processing and reporting solutions. The company is a part of Waddell & Reed Financial.
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More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 650-349-0363

TollFree: 800-377-2374

Phone: 650-577-3909

Phone: 650-389-1031

AKA

Waddell & Reed, Inc.

Amy Cook, Financial Advisor, Waddell & Reed, Inc.

Waddell & Reed, Inc., Amy Cook

Other Link

http://www.waddell.com

Categories
Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments
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