Scott Caldwell
Financial Planner

Waddell & Reed, Inc.

Categories:

Websites:

• http://www.waddell.com

I work with my clients to take a holitistic approach to understanding and educating them on their financial picture. We look at important areas such as growing your wealth, protecting your assets and creating a plan for all your money needs, whether present or future. We create a plan for building a long-term relationship built on professionalism, great customer care and knowing that all my clients understand what they are doing and why.

I also work with many businesses to plan for getting your business to grow through employee retention, but also on strategies to exit with ways to pass...[more]

I work with my clients to take a holitistic approach to understanding and educating them on their financial picture. We look at important areas such as growing your wealth, protecting your assets and creating a plan for all your money needs, whether present or future. We create a plan for building a long-term relationship built on professionalism, great customer care and knowing that all my clients understand what they are doing and why.

I also work with many businesses to plan for getting your business to grow through employee retention, but also on strategies to exit with ways to pass on your business or leave when you want to, not have to. [less]

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  From Michelle Van Diest

  Given on Wed May 6, 2009.

  I recently switched places for my IRA and Mutual Funds and now I deal with Scott - and he helps...[more]

  I recently switched places for my IRA and Mutual Funds and now I deal with Scott - and he helps make sense of it all. I appreciate talking to a real person rather than a voicemail box!   [less]
• 
  From mitchell riley

  Given on Wed Apr 15, 2009.

  thank you for the referral! We are working of the completion now.
• 
  From Lori Richardson

  Given on Tue Aug 12, 2008.

  Scott Caldwell is a very professional, yet authentic person whom I have had the pleasure of meeting since moving to...[more]

  Scott Caldwell is a very professional, yet authentic person whom I have had the pleasure of meeting since moving to Bellingham.

  I have thoroughly enjoyed my interactions and meetings with Scott and highly recommend him as a knowlegable financial professional. He is also pleasant with a great sense of humor too!   [less]