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1253 Centre Turnpike
Orwigsburg, PA 17961

The financial future you want

The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.

Learn about our Products & Services

Supporting the community

Running a small business is about more than profit and loss.  It’s about contributing to the health of the community and being a good neighbor. 

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We work with you

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

Learn about the Planning Process

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Learn More

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
Learn More

Whatever matters to you, matters to us.

We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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