19401 40th Avenue West
For our second annual client referral appreciation cruise we sailed around Puget Sound and listened to holiday carolers while on board the Goodtime III. Our business is built on continued relationships and referrals from you, our clients! Thank you!
Want to be a part of this VIP event next year? Refer your family, friends, neighbors, coworkers - anyone we should meet!
Did you attend our event? Click on the link below and use your photo code to see pictures from the event!
For Carla's 20th Anniversary as an Advisor with Waddell & Reed we went to Flatstick Pub in Kirkland to celebrate! We got to enjoy some mini golf, food & drinks, board games, and the company of our guests. Congratulations Carla on this major milestone!
As always, we are committed to protecting your privacy and providing you with helpful and convenient service! In June, our office hosted its 10th Annual Shredding Event where clients brought their old documents to be shredded and enjoyed our catered BBQ lunch!
Did you miss our shredding event this year? Join our mailing list so you can get email reminders when our events are coming up!
Held at a local restaurant, Erin Sheehan from T. Rowe Price presented information on the unique challenges women face with finances & in retirement over drinks & hors d'oeuvres.
This even filled up fast so be on the lookout for an event like this in the future!
Our business is built on referrals from people like you! To thank you for your continued support & helping us grow, we embarked on a December cruise around the Puget Sound listening to carolers & enjoying each others' company.
Waddell & Reed is not affiliated with any other entities referenced. 01/20