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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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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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Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?
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Rightsizing for Retirement

What does your home really cost?
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Questions? Let’s Connect.

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