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Sullivan & Danna at Waddell & Reed

2008 Kinvara Drive
Pittsburgh, PA 15237

(412) 487-4144

Consider contributing to a child's future this holiday season

You can make a gift contribution to an established Ivy InvestEdâ„  529 Plan account.  Or contact us today to set up an Ivy InvestEdâ„  529 Plan for the children in your life.

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

Tips for Creating a Budget and Sticking to It

Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.
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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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