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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

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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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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When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn More

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