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Welcome to Waddell & Reed and the offices serving the states of the Western Pennsylvania, Western New York and Eastern Ohio

Wherever your life’s journey takes you, we’ll be there.
Learn more about joining us as an Advisor or working with us as a client.

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Supported Independence 

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Client Resources

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Questions? Let’s Connect.

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