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Silicon Valley Group

Waddell & Reed, Inc.
19620 Stevens Creek Blvd, Suite# 270
Cupertino, CA 95014
Phone:
  • 408-610-7123
Fax:
  • 408-252-1522

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.

Videos

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

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Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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