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Welcome to Waddell & Reed and the offices serving the states of the Western 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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.
Learn More

Questions? Let’s Connect.

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