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Introduction
Brian has been with Waddell & Reed for fifteen years and is currently in the top 1% of Advisors based on total sales production. He earns his recognition from emphasizing a unique and personable approach with his clients. Ranging from young families to retirees seeking wealth management and estate planning strategies, clients may build a long-term relationship with Brian allowing him to help them leave a positive legacy for their family and friends.
Contact Info
Address:
1875 S Grant Street Suite 750
San Mateo
CA 94402
United States
San Mateo
CA 94402
United States
Tel:
650-577-3909
Fax:
650-349-0363
Website:
http://www.BWong.wrfa.com
Offering
- Wealth Management
- Retirement Planning
- CFP
- Financial Planning
- Financial Planner
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 9:00 am | 4:00 pm | ||||
| Tuesday | Open | 9:00 am | 4:00 pm | ||||
| Wednesday | Open | 9:00 am | 4:00 pm | ||||
| Thursday | Open | 9:00 am | 4:00 pm | ||||
| Friday | Open | 9:00 am | 4:00 pm | ||||
| Saturday | Open | ||||||
| Sunday | Open | ||||||
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