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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.
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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Let’s Look Forward

A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.
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