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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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Questions? Let’s Connect.

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