Waddell & Reed
Financial Advisors
· Twin Falls, ID
Published in partnership with Waddell & Reed Twin Falls, ID
Book online anytime
Waddell & Reed in Twin Falls provides comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies. As a established financial services firm, they work with individuals and families in the Twin Falls area to develop personalized financial plans aligned with their long-term goals.
Best for: Individuals seeking comprehensive retirement planning, Families wanting investment management, Mid-career professionals building wealth
Service area: Twin Falls, Idaho and surrounding communities
Established Firm Presence: Part of Waddell & Reed, a well-known financial services company with a strong track record serving clients nationwide.
Personalized Planning Approach: Develops customized financial strategies tailored to individual client goals and circumstances.
“My husband and I have had nothing but great experiences with Waddell & Reed. Todd is truly amazing to work with. He's extremely knowledgeable, approachable, and always willing to take the time to answer our questions. He responds quickly and handles any requests promptly and thoughtfully, which gives us so much peace of mind. We genuinely trust him with our investments and wouldn’t feel comfortable working with anyone else. We’re so grateful to have someone so reliable and attentive managing our accounts.”
— Molly Trujillo, Google Review
“I can’t say enough good things about this team. They are incredibly professional, highly knowledgeable, and truly dedicated to their clients’ success. They take the time to explain everything clearly and deliver great results. I have complete confidence in their work and would highly recommend them to anyone looking for trustworthy financial planning.”
— talleah Loveless, Google Review
“Waddell & Reed ( Melanie Andrus) They work very hard to make me money towards my retirement plan. I love working with them and recommend them to all. Give Melanie a call so she can help with your financial needs.”
— Lewis Vulgamore, Google Review
“I cannot begin to express my level of gratitude & praise for the advisors at Waddell & Reed! WOW! Melanie is ON TOP of it and the team really knows their charts & tables! They undergo a mountain of analysis to ensure the investments they're making on your behalf are safe and sound and most importantly, money makers! Switched from Fidelity to LPL and what a night and day level of service and attention! Thank you, W&R! So glad to be part of the fam!!”
— Jeff Miller, Google Review
“The advisers at Waddell and Reed are amazing! They always check base with me, explain any questions I have, and work as a team to provide the best experience for my family and I. I could not ask for better advisers in Ryan and Todd, and would be happy to have any of their team assist me with my money!”
— Dakota Martin, Google Review
Book online: Book Online Now →
Phone: (208) 735-8998
Address: 1146 Eastland Dr N, Twin Falls, ID 83301 (Get directions)
Website: waddellandreedtwinfalls.com/