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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?

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

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

<p>What If You Get Audited?</p>

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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<p>Choosing a Business Structure</p>

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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<p>Retiring the 4% Rule</p>

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Questions? Let’s Connect.

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