Find a business

        Saved to Favorites

        (650) 349-2274Visit WebsiteWrite a Review

        More Info

        General Info
        Waddell & Reed offers mutual funds to individual investors through a network of financial advisors. The company caters to the needs of customers across the United States and Puerto Rico from various locations. It offers a range of educational funding and investment management services, as well as assists in insurance, estate, tax, business and retirement planning. In addition, Waddell & Reed provides several online calculators. The company administers a financial wellness program that helps in increasing productivity and decreasing turnover. It offers a variety of annuities and life insurance products. Waddell & Reed also provides brokerage, transaction processing and reporting solutions. The company is a part of Waddell & Reed Financial.
        Email
        Extra Phones

        Phone: (650) 577-3909

        Phone: (650) 389-1031

        Fax: (650) 349-0363

        TollFree: (800) 377-2374

        Payment method
        master card, visa, check, debit
        AKA

        Amy Cook, Financial Advisor, Waddell & Reed, Inc.

        Other Links

        http://www.amycook.wrfa.com

        http://www.bwong.wrfa.com

        https://www.waddell.com

        http://www.waddell.com

        Categories
        Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (650) 349-2274

        Website: http://www.amycook.wrfa.com

        Suggest an Edit