Waddell & Reed

Started off with Sam Wilson at Waddel and Reed, Sam was great, gave great advice helped us with anything we needed. Sam passed away and we got stuck with Valerie Tastad, we got bad service, said she would call us back and no call. If you don’t have big bucks you are just a number to her. Called to get some checks for our money market account and was told to call a 800 # for help, sat on the line for 15 minutes before anyone picke up. Pulled my money and will not be back!!!

The Costa Mesa Division Office of Waddell & Reed is wonderful! Best of group of Financial Advisors around! The Managing Principal is Daralee Barbera. She has been with W&R for 28 years. She is absolutely wonderful, professionally and personally. She has such a great team of Financial Advisors. They do Financial Planning, appropriate Investments and provide adequate Insurance. They really do «bring unparalleled passion to the financial planning process.» They focus on the unique needs of each individual investor. Waddell & Reed has two of the best performing mutual fund families around. The company has been going strong since the 1930s. That’s a track record of performance that I can count on as an investor. If you are looking for a strong and skilled financial advisor, with a company who has a strong track record of proven success, call this office– they will personally match you with a Financial Advisor that is the right fit for you.