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Welcome to Waddell & Reed and the offices serving the states of New England

Wherever your life’s journey takes you, we’ll be there.
Learn more about joining us as an Advisor or working with us as a client.

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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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New England Market Leadership

Client Resources

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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Questions? Let’s Connect.

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