The Waddell & Reed Concord branch office is located in Concord/Walnut Creek. Our team includes financial advisors who are committed to placing clients first. The relationship begins with understanding your financial needs and tailoring a financial plan to address your specific goals. Our advisors then work to pair products and services to help you reach those goals.

Contact one of our financial advisors today.

Career Opportunities
Thinking about something new? Consider a career as a Waddell & Reed financial advisor. We offer opportunities for experienced financial services professionals, career changers and recent college graduates. Explore your future now.

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Calculators

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.