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

Wherever your life’s journey takes you, we’ll be there.
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Why Waddell & Reed?

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.

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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

Twelve Year-End Tax Tips for 2019

The best time to plan for taxes? Before the end of the year, when you can still take action to reduce your tax burden.
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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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Questions? Let’s Connect.

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