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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>Tax Reform: Before and After</p>

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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<p>Preparing For the Ultimate Vacation</p>

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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