Welcome to Waddell & Reed and the offices serving Oregon

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

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Taxable Equivalent Yield

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

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?