Chamber of Commerce

      Waddell & Associates

      ( 2 Reviews )

      Waddell & Associates
      • 3 Maryland Farms Suite 190
        Brentwood, TN 37027
      •   615-370-0750
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      Hours

      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (2 reviews)
      2
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      0
      0
      0
      Read Our 2 Reviews

      Chamber Rating

      5.0 - (2 reviews)
      2
      0
      0
      0
      0
      › ‹
      • Angela Proffitt

        Waddell & Associates truly has an amazing team that helps with business needs and family planning. Being a busy business owner, I don't have time to handle or pay attention to all the components that go into the strategy of handling assets. Everyone at this firm is knowledgable, friendly and well diverse in their specialty area. I highly recommend this team!
        Jun 16th, 2020

      • Mark Scrivner

        The entire team at Waddell & Associates goes above and beyond in every interaction. They have thought through every aspect of our family's financial planning. As a entrepreneur, it is great to know my family has a CFO level advisor looking out for our personal as well as business finances. They are amazing to work with!
        Oct 30th, 2019

      Read Our 2 Reviews

      About
      Waddell & Associates

      Founded in 1986, Waddell and Associates is a fee-only, SEC-registered, wealth management firm dedicated to enriching life by providing clarity. Our goal is to provide industry-leading financial planning, investment management, and communications services. W&A clients are entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions who have entrusted the firm to manage their investments and planning needs.

      Contact Info

      •   615-370-0750

      Questions & Answers

      Q What is the phone number for Waddell & Associates?

      A The phone number for Waddell & Associates is: 615-370-0750.

      Q Where is Waddell & Associates located?

      A Waddell & Associates is located at 3 Maryland Farms Suite 190, Brentwood, TN 37027

      Q What is the internet address for Waddell & Associates?

      A The website (URL) for Waddell & Associates is: http://www.wealthstrategists.com/

      Q How big is Waddell & Associates?

      A Waddell & Associates employs approximately 2-5 people.

      Q Is there a key contact at Waddell & Associates?

      A You can contact Will Welborn at 615-370-0750.

      Q What days are Waddell & Associates open?

      A Waddell & Associates is open:
      Friday: 8:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:00 AM - 5:00 PM
      Tuesday: 8:00 AM - 5:00 PM
      Wednesday: 8:00 AM - 5:00 PM
      Thursday: 8:00 AM - 5:00 PM

      Q How is Waddell & Associates rated?

      A Waddell & Associates has a 5.0 Star Rating from 2 reviewers.

      Key Contacts

      image
      Will Welborn
      Manager

      Hours

      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM

      Related Categories

      Ratings and Reviews
      Waddell & Associates

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
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      0
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      Angela Proffitt on Google

      image Waddell & Associates truly has an amazing team that helps with business needs and family planning. Being a busy business owner, I don't have time to handle or pay attention to all the components that go into the strategy of handling assets. Everyone at this firm is knowledgable, friendly and well diverse in their specialty area. I highly recommend this team!

      Mark Scrivner on Google

      image The entire team at Waddell & Associates goes above and beyond in every interaction. They have thought through every aspect of our family's financial planning. As a entrepreneur, it is great to know my family has a CFO level advisor looking out for our personal as well as business finances. They are amazing to work with!

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
      0
      0
      0
      0

      Write a Review

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