Waddell & Reed

They try to get you early, like the tobacco companies but with your best interests in mind. William and I met while I was on a supervisory patrol of my volunteer security staff at an animé convention. It struck me as quite odd to find a young financial advisor tucked into the corner of the shopping area of the convention. I joked about his presence, but soon we got to talking.
Realized that I have all the puzzle pieces of a sound financial foundation, but he was holding the box with the reference image and tools to secure my financial dreams.
Best adviser I’ve ever had. He gets my young exuberance and weirdness, rolls with my Downton Abbey-​esque emails replying in similar tone, and works hard to make my money work for me. Not based in this office, but this is where we have our secret lair world domination meetings.
Love the no pressure tactic, much more refreshing than other places.

I’ve been a client with Waddell and Reeds for several years. My advisor doesn’t use any high pressure sales tactic and he’s knowledgeable.
With rates of Cd’s with returns of less than 1% and taxable. I diversified my portfolio into tax free municipal bonds and the strategy been successful. I just invested into the Franklin Templeton muni Cal fund C shares which is insured and has over a 13% return year to date. This fund has no commission fee as long as you’re invested for a minimum one year.
If you are unsatisfied with your returns from your financial advisor, I would definitely recommend Waddell & Reed. My adviser offers a large selection of financial investments such as annuities and Managed Allocation Portfolios.