Welcome to Waddell & Reed and the offices serving western Pennsylvania, western New York and Eastern Ohio.

Our team of financial advisors is committed to being there for every step of our clients’ financial journeys:

  • Listening to their objectives, needs, values and expectations.
  • Planning by identifying goals and taking consistent actions toward achieving them.
  • Advising through all stages and changes that life may bring.

We hope you choose to begin or continue your financial journey with us. To get started, find the branch office closest to you and get to know our team.

 

Career Opportunities
Launch a new career as a financial advisor or grow your already established practice at Waddell & Reed. Our supportive environment helps connect you with clients and community. Explore your future now.

Newsletters

  • Tax Tips on Capital Gains

    Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

  • Birthday Opportunities

    Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

  • The Pros and Cons of Financing Options

    Common types of financing that might be available to help small businesses expand or cover operating expenses.

  • Insuring a Home-Based Business

    Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.

Calculators

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.