Andrew G.
4/17/2013
I needed a professional Financial counselor for my Personal financial needs. I was referred to Wadell & Reed . These are all wonderful people that know their field! My financial advisor is...
Waddell & Reed
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1390 Willow Pass Rd Ste 470
Concord, CA 94520
Waddell & Reed's Concord branch office is conveniently situated in the bustling area of Concord/Walnut Creek, California. With a focus on financial services and planning, this office provides expert guidance to clients in the region.
As a trusted name in the industry, Waddell & Reed is dedicated to helping individuals navigate their financial goals and investments with personalized strategies. The Concord branch serves as a local hub for those seeking professional assistance in wealth management and planning for the future.
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Reviews
2.05 reviewsCynthia B.
5/17/2022
I put my entire retirement savings with this company in 2013. The Stock Market returns that year were 32%. My returns with Waddell and Reed were less than 2%. Then to add insult to injury, when...
Jenn S.
3/17/2013
An acquaintance recommended Rebecca Hall Gruyter as a financial advisor who works at Waddell & Reed. It was a horrible experience working with her. She was late to all our appointments but I...
Janine G.
11/9/2017
I was referred to this company by my mother's lawyers, since she had a very small 401k that needed to be invested. I was not informed of the high front end fee, and was disappointed to hear about...
Angelica F.
2/25/2019
Worse company ever. Total rip offs, was lied to repeatedly by their "manager" Anne Brookman. Would never recommend this company or their financial services to anyone.
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