Welcome to Waddell & Reed - New England / Greater NY
Wherever your life's journey takes you, we'll be there.

Why Waddell & Reed?
Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.

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.
Client Resources

What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
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