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Welcome to Waddell & Reed - New England / Greater NY

Wherever your life's journey takes you, we'll be there.
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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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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