Jim Butler is a phenomenal planner. He is both well informed and risk savvy. He truly listens to his clients when they express their desires/goals/level of risk aversion. I avidly follow the markets and Jim always offers valuable insight into the market's environment. I trust Jim and his recommendations...what more can be said or asked of a financial planner. A+
This office has great advisors that really focus on their clients. I highly recommend this local team!
David Cooke is my go to guy at Waddell and Reed. He is very knowledgeable about the different types of plans that will work for my family's investing. He is also very responsive when I have "last minute questions". Thanks David!
I have been very impressed with David Cooke at Waddell & Reed. He is very attuned to his clients needs and provides comprehensive financial planning geared towards individual goals. I would strongly recommend David to individuals that are serious about improving their financial picture and getting their retirement or other plans on track!
Ben is the best. He has been our advisor since we first moved to Colorado. He is warm, easy going as well as smart and well versed in all aspects of financial planning. He iss easy to get to and has an accommodating schedule and gets the job done in no time. In addition he is friendly and funny -- that it makes our meetings something I enjoy.
Waddell Reed Inc Financial Advisors is a US Finance company based in Boulder, Colorado. Waddell Reed Inc Financial Advisors is located at 1200 28th St #200, Boulder, CO 80303, USA.
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