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Sullivan & Danna at Waddell & Reed

2008 Kinvara Drive
Pittsburgh, PA 15237

(412) 487-4144

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.

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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.

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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.
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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Whatever matters to you, matters to our team.

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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