I have been working with Richard Theobald for almost ten years. He has a get it done at attitude. He is always keeping us focused on our plan and goals. I would trust Rick with any investment and would not hesitate to recommend he! He always has our financial future in mind!
Rick Theobald works with the best interest of his clients in mind. He will give you sound financial advice. He 'coaches' you to follow that advice.
I have worked with and gotten advice from Rick and Andrew for several years and I never cease to be impressed by their understanding of the problem. Rick is very good at understanding and explaining both the problem and the answer in layman's terms while Andrew has a very straight forward dollars and cents understanding and explanation. Together they are very formidable.
Richard Theobald and Andrew Bascom are both knowledgeable and caring when it comes to meeting your financial goals. They go the extra mile to build a plan suited to your goals and needs and are there to advise you through tough decisions. My wife and I are very fortunate to have found the right team for our financial planning needs and we would recommend them to anyone seeking guidance.
I am currently a senior studying Finance at Florida State University. I have the pleasure of working as intern in the Waddell & Reed office here in Tallahassee. The advisors in the Tallahassee office are not only knowledgeable, but are also trying to help make a difference in peoples life's through sound Financial Planning. In the office the company culture mirrors my statement above. From our Managing Principal to our Secretaries everyone is looking create positive meaningful relationships with their client's as well as better the Tallahassee community as a whole.
Waddell Reed Inc is a US Finance company based in Tallahassee, Florida. Waddell Reed Inc is located at 3500 Financial Plaza # 300, Tallahassee, FL 32312, USA.
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