Waddell & Reed

Waddell & Reed in Scotts Valley, CA is a financial services company that offers investment management and financial planning services to individuals and businesses. With a focus on helping clients achieve their financial goals, Waddell & Reed provides personalized strategies and guidance to navigate the complexities of the financial world. Generated from their business information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.