Waddell & Reed, Inc.

3 star rating 1 Review

(404) 766-0725 Ext. 127(404) 766-0725 Ext. 127 View Website »

4751 Best Road Suite 200Atlanta, GA 30337

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Reviews

  • Waddell & Reed, Inc. - Atlanta, GA -  Jacque

    Reviews: 74

    Financial Investments
    Jacque (74 reviews)
    10/13/2005

    I have had an ok experience with Waddell and reed, I have found that while knowledgeable, they do not take the time to explain to a novice what all the terms mean, what the plans are, the very basics that comprise financial planning. I did not care for their fees and was not happy about my rate of return either. I no longer avail myself of the services they offer.

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    Waddell & Reed, Inc. replied on 3/10/2006

    I am not sure who this person is, as I have never worked with a client named "Jacque." I think some people are writing bogus reviews just to get the free prizes. What a shame!


Business details

Investments

  • Annuities
  • IRAs
  • Mutual Funds
  • Retirement Plans

Services

  • Financial Education Workshops
  • Insurance Brokerage Services

Minimum Investment

  • Less than $1,000

Planning Types

  • Asset & Portfolio Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Hours of Operation

  • MON
  • 8:30am
  • 5:00pm
  • TUE
  • 8:30am
  • 5:00pm
  • WED
  • 8:30am
  • 5:00pm
  • THU
  • 8:30am
  • 5:00pm
  • FRI
  • 8:30am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Photos

Album: Generic
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Jason Norton