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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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Why Waddell & Reed?

Why Waddell & Reed?

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

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Be ready for what lies ahead

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

<p>What Do Your Taxes Pay For?</p>

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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<p>A Primer on Irrevocable Life Insurance Trusts</p>

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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<p>Thinking of Retiring Abroad?</p>

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.
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Questions? Let’s Connect.

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