Waddell & Reed – Concord

I needed a professional Financial counselor for my Personal financial needs.
I was referred to Wadell & Reed .
These are all wonderful people that know their field!
My financial advisor is Rebecca Hall.
I can defiantly say, without reservations, that Rebecca is top in her class!
She is very patient and really tries to go above and beyond !

An acquaintance recommended Rebecca Hall Gruyter as a financial advisor who works at Waddell & Reed. It was a horrible experience working with her. She was late to all our appointments but I overlooked that. I was not even 30 years old, no kids, no debt, and she wanted to put me into a life insurance savings plan that was supposed to be better than a ROTH or Traditional IRA according to her. I started putting in the money and wasted a few thousand dollars. Luckily that’s all I lost.
Rebecca Hall is a broker not a financial advisor. When I first asked what her commission was from me buying into the insurance policy, she said she didn’t remember. Then I pressed more and she said she didn’t have to tell me. Can you believe that?! If it’s my money that’s paying her I have a right to know the commission.
I reached out to a few accredited financial advisors through
for advice, and they were all appalled and horrified what had been advised to me, being that I’m single, under 30 and no kids.
I petitioned the company for a refund and it was denied me, even though Rebecca was not transparent about commissions and did not work for my best interest
I do NOT recommend Rebecca Hall /​Rebecca Gruyter or Waddell & Reed for any financial services. You can do better. Look for real financial advisors listed at
.