The Waddell & Reed Rochester branch office is located in Northwest Rochester off Circle Drive. Our team includes financial advisors who are committed to placing clients first. The relationship begins with understanding your financial needs and tailoring a financial plan to address your specific goals. Our advisors then work to pair products and services to help you reach those goals.

Contact one of our financial advisors today.

Career Opportunities
Thinking about something new? Consider a career as a Waddell & Reed financial advisor. We offer opportunities for experienced financial services professionals, career changers and recent college graduates. Explore your future now.


  • Time to Cash Out?

    Common valuation methods and how small-business owners can get the best price when selling their businesses.

  • IRS Flips on Rollover Rules

    Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

  • Small-Business Borrowing Update

    Common financing options that small businesses often rely on to run their operations or finance expansion.

  • Interested in Interest Rates

    Interest rates are expected to rise in 2015. Test your interest-rate knowledge by taking this short quiz.