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Welcome to Waddell & Reed - New England / Greater NY

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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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Greater New York Market Management Staff

Client Resources

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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