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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

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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