Waddell & Reed

More Info

General Info

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.

Email

Email Business

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

Reviews

Details

Phone: (650) 349-2274

Website: http://www.waddell.com