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

  • Bracing for Higher Rates

    Bond laddering is a time-tested strategy that can help manage interest rate risk.

  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

  • Insuring Your College Student

    Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

Calculators