Silicon Valley Group

CONNECT

Address:

Waddell & Reed, Inc.
19620 Stevens Creek Blvd, Suite# 270
Cupertino, CA 95014

Phone:

408-610-7123

Fax/Other:

408-252-1522

Our Mission

To empower our clients and their families to live fully, pursue their dreams and their financial goals in all phases of their lives.

Here are our guiding principles:

  • Strong Client Relationships: Developing and nurturing long term client relationships; ones based on trust, respect, and integrity.¬†
  • Our Mutual Success:¬†Belief that our success depends on helping our clients pursue their financial goals, within their target timeframes, and earning client satisfaction for our services.
  • Commitment to the Community: Striving to be engaged and constructive contributors to our local community.

06/17