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Waddell & Reed

1  Reviews

(919) 785-2221
2501 Blue Ridge Rd Ste 200
Raleigh, NC 27607
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Investing. With a Plan.

Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspir

Phone Numbers

(919) 785-2221
(919) 785-2773


financial advising, investing, retirement, estate planning, weath preservation, insurance


Financial Planning, Retirement Planning, Short / Long Term Investing / College Education Planning


Waddell & Reed

Business Association

Better Business Bureau , Chamber of Commerce

Recommended Reviews

Average Rating (1)

tim mcbrayer

Waddell and Reed is a company that is well respected in its industry. Locally I have known Rick Lowe, one of their financial advisors. I know Rick to be honest, hard working and on top of all of the latest information having to do with investments. Anyone looking to invest for the first time or who is looking to change investment advisors would be well served to talked to Rick. Waddell and Reed have a proven track record.

1.3 Miles

(919) 781-6716

4020 Barrett Dr Suite 201 Ste 201, Raleigh, NC 27609

"Everyone is extremely personable and very quick to get things done. Pleasure to do business..."

2.8 Miles

(919) 508-6111

5700 Six Forks Rd Ste 102, Raleigh, NC 27609

"I like this service because I was able to gather quotes for health, life and dental insuranc..."

3.0 Miles

(919) 948-7821

324 S Wilmington St, Raleigh, NC 27601

"Thanks for the discount and working with us last weekend. Like I told you, hopefully we neve..."