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Waddell & Reed

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2 reviews
+1 (650) 349-2274
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1875 S Grant St Ste 750
San Mateo, CA 94402
+1 (650) 349-2274
http://www.cforter.wrfa.com

Waddell & Reed in San Mateo, CA is a financial services firm that provides investment management and financial planning services to individuals and businesses.

With a focus on helping clients achieve their financial goals, Waddell & Reed offers a range of investment options and personalized advice to support their clients' long-term financial success.

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Reviews

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1.02 reviews
Photo of Dave J.
Dave J.
11/28/2016

All you need to know about this firm is how they handle new & potential clients: I moved to the Hillsborough area, recently, from San Francisco, having purchased our dream home. I was looking for...

Read more on Yelp
Somegirl O.
7/7/2017

We were with Waddell & Reed for several years and have recently switched. It was VERY difficult to see where our money was and to access our accounts. I like to have an advisor I can trust, and I...

Read more on Yelp
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United States›California›San Mateo›Waddell & Reed

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