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Silicon Valley Group

Waddell & Reed, Inc.
1999 S Bascom Ave, Suite# 400
Campbell, CA 95008
Phone:
  • 408-369-9400
Fax:
  • 408-369-9434

We Believe that with Financial Clarity Comes Confidence

We work to reduce concerns in your financial life by taking a truly personal approach to helping you plan and see your future. We then bring comprehensive investing strategies designed to work in various market conditions to help you pursue your goals. And, we are committed to helping you take action on important decisions in your life, sometimes with lifelong impact.

Our practice focuses on enterprising individuals, families, and entrepreneurs in various phases of their professional and family lives. Our services are broadly covered in the following two categories:

Financial planning

Investments

Our clients have access to eMoney, an interactive personal finance and planning software where they can see their complete financial picture and updates in real time! 

View Introduction Video

 

 

 

 

 

 

 

 

 

Investing involves risk, including the potential for loss of principal.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.

The Silicon Valley Group is a team name used by advisors affiliated with Waddell & Reed for marketing purposes only.

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks