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Can I meet with a financial advisor in person?

Asked 3 months ago
Waddell & Reed offers the option for clients to meet with financial advisors in person, depending on the individual advisor's policies and location. It is common for financial advisors to conduct meetings in their offices, allowing for a more personalized and comprehensive discussion about financial goals and investment strategies. However, it is important to note that some advisors may also offer virtual meetings or phone consultations, which can be convenient for clients who prefer remote communication. To find specific information about the availability of in-person meetings and to locate an advisor, it may be beneficial to visit the official Waddell & Reed website. This will provide contact details and help clients connect with the right financial advisor who meets their needs.
Answered Sep 13th 2025

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