Broker Check

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.
Learn more about joining us as an Advisor or working with us as a client.

Join Waddell & Reed Find an Advisor

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.

Learn more about becoming an Advisor

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.

Contact an advisor today

Client Resources

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn More

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
Learn More

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Learn More

Questions? Let’s Connect.

Name
Email
Phone
Question
Thank you!
Oops!