Broker Check

Welcome to Waddell & Reed - New England / Greater NY

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

Join Waddell & Reed Find an Advisor

Why Waddell & Reed?

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

Learn more

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.

Contact an advisor today

Client Resources

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
Learn More

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
Learn More

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn More

Questions? Let’s Connect.

Name
Email
Phone
Question
Thank you!
Oops!