Waddell & Reed Bay Area Market

I decided to write this long overdue review for Chris after yet another prove of his professional excellence. I am not an easy rater, so me giving 5 stars means that I am thoroughly impressed, and...

In the years I invested with them my advisor (David) seldomly returned emails, or followed up on my requests. To bring the bad experience to a climax, they even continued to debit monthly...

I have not used Waddell & Reed. However, I am inclined to give them a terrible review because they have cold emailed me, twice, about becoming a Financial Advisor at their firm. I am not in a...

I can't say enough good things about this place! We are having a baby in a few weeks, and decided to contact Waddell & Reed a few months ago for general advice. We got a large tax refund and were...

Chris is my financial advisor, and while he certainly good at his job he is better at understanding how he can help me. He has made some great decisions for me, but only after he made me...