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Waddell & Reed - 9 Reviews - 9500 Arboretum Blvd Ste 225, Austin, TX - Financial Planning Reviews - Phone (512) 963-6883

Waddell & Reed

9500 Arboretum Blvd Ste 225
Austin, TX 78759
(512) 963-6883
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Keith has managed our money for 2 years. He came up with a solid plan that my wife and I approved (with little or no changes-he knows what he is doing). He is a true professiona...


All reviews seem positive

Keith Powell-Waddell & Reed 1/30/2012

Keith has managed our money for 2 years. He came up with a solid plan that my wife and I approved (with little or no changes-he knows what he is doing). He is a true professional. He makes my wife and I feel very comfortable talking about our finances. His expertise and ability to speak in lamens terms makes him a superstart in our eyes. Plus all of our accts are up! more

Keith Powell- Waddell & Reed 2/21/2010

Keith has been my Financial Advisor since 2009. He really took the time to get to know me, my business and my special needs. Entrepreneurs such as myself need special attention and I highly recommend Keith and his extensive expertise to help guide us and thrive in this economy! Pros: Comprehensive Financial Services for the Entrepreneur more

Found Me Affordable Insurance 2/10/2010

We all think about getting life insurance but a lot of us think we can't afford it. I was in the same boat. I am definitely not getting any younger. So I looked around and shopped and got so tired of looking I decided not to get any. Then Keith told me he could help me. He got me quotes set everything up for me, did all the leg work and found me affordable life insurance that I am happy with. If it wasn't for him, I still wouldn't have life insurance. He handled everything including taking the time to walk me through the application all the way to the end of the process. I will recommend Keith to family and friends and definitely to anyone who needs affordable life insurance! I couldn't of done it without him! Thank you Keith! Pros: Professional, Caring and Hardworking for me and you! more

Saving Money for my future 6/5/2009

Keith becoming my financial planner has been the best decision I made for my future in 2009. He successfully rolled over my 401k and set up an automatic fund which transfers money out of my account before I can spend it. I am in sales and like several people in sales my money is down right now. Thanks to Keith I have still managed to save $3,500 and he has made me an additional $1,500 through investments. I recommended him to my friends and family and recommend him to you for your future. more

Keith Powell Saved Our Retirement 1/28/2009

My husband (who is retired) and I had lost a bundle in the stock market; so much that our future looked extremely bleak. Keith sat down with us and showed us how to grow what's left of our retirement funds with OUT getting back into the Stock Market. more

Well Placed Trust 12/11/2008

Keith has consistently been attentive to my financial picture. His efforts to streamline my personal and busniness costs has been inexhaustable. In a matter of months, and a couple of meetings, Keith was able to save my FIRM some $18,000.00 in taxes alone. My trust in Keith is well placed. So such would be yours more

Positive Attitude= Positive Change 11/2/2008

I am one of Keith's clients, and I cound not be happier to have him as my financial advisor. To put it simply, he's quite brilliant, personable, and very positive. I personally believe that it is important to have an advisor that you are very comfortable with, and for me, Keith is that person. If you want to make a posisitive change in your financial future, it is crucial that you work with someone who really cares about your situation, and both has the knowledge and desire to help you out. more

The Best Plan for your future 10/31/2008

Keith has really helped me with planning for the future. He has also ben great at helping me understand the economic ups and downs in this current roller coaster ride of an economy. If you need a calm guide through the tough times of today and plan for the better times ahead, Keith is a great choice. more

A man you can trust 10/15/2008

Keith Powell is a man you can trust, a man with integrity, and a man with years of experience in the field of finances. Keith from the moment I become one of his clients has gone above and beyond to answer my questions and to help me plan for my future. He doesn't just hear my questions he truly listens. Amazingly as he helps me plan for my future he is also giving me confidence to help other people I love plan for their futures. Like my neice and nephews. Keith is the kind of man you want on your team!! Upon becoming more invested in my financial future I invited Keith to attend a Women and Money workshop with me one Friday afternoon. With great ease Keith sat with me and about 25 other women to talk about how to make more money. Nice. From personal experience I can assure you that Keith will assist you in all of your financial needs. Now, invest in yourself by investing in Keith Powell. Pros: Keith takes the tab when we meet for lunch!! :p) Cons: The art in his office is ugly! more
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Owner Message

  • It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We?re here to help educate you about the concepts of financial management. Please contact us for more information on how we can help meet your financial needs for the future. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We will help you execute a sound financial program. Call us today to schedule an appointment.

Additional information

  • Hours:

    Mon-Fri 9am-6pm