Waddell & Reed

They try to get you early, like the tobacco companies but with your best interests in mind. William and I met while I was on a supervisory patrol of my volunteer security staff at an anime...

At first they were great. Very attentive and answered my questions. Last year, my solo 401k paper work needed to be updated and I got a whole folder of documents. Called/text/left messages for my...

I've been a client with Waddell and Reeds for several years. My advisor doesn't use any high pressure sales tactic and he's knowledgeable. With rates of Cd's with returns of less than 1% and...

I've been a client for years and completely love and trust my advisor Stacey Kim. She is such a genuine, patient soul with an amazing amount of financial knowledge that has greatly benefited me...

I highly recommend Freddie Brown, one of the advisors here. I recently had a client settle a case for a large sum of money. Having known Freddie for several years, I was able to comfortably give...