Welcome to Waddell & Reed and the offices serving Northern California and Reno areas.

Our team of financial advisors is committed to being there for every step of our clients' financial journeys:

  • Listening to their objectives, needs, values and expectations.
  • Planning by identifying goals and taking consistent actions toward achieving them.
  • Advising through all stages and changes that life may bring.

We hope you choose to begin or continue your financial journey with us.

 

Career Opportunities
Launch a new career as a financial advisor or grow your already established practice at Waddell & Reed. Our supportive environment helps connect you with clients and community.

 

Newsletters

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?