Waddell & Reed

I would not recommend this firm. Their fees are high, and my particular manager has no exit strategy from the market in case of a turn down, He believes in letting your money ride and eventually it will perform, This is a sure strategy to lose money.

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.