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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.
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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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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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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Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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