Waterford Advisors LLC specializes in working with clients as they plan for and enjoy their retirement. We provide comprehensive financial planning services and follow a well-defined, disciplined process to increase the probability that you will meet your financial goals. We offer experience in all key areas of Wealth Advisory Services including: Income Tax Planning and Compliance, Investment Management, Estate Planning and Trust Services, Risk Management and Insurance, Expense Management and Reporting, as well as Business Advisory Services. This experience allows us to deliver the best possible personalized advice and is provided without conflicts of interest.
Our success is not measured by performance statistics but rather by how effective we are in helping you achieve your goals.
Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Advisory services offered through Waterford Advisors LLC, an SEC Registered Investment Advisor. Waterford Advisors LLC and Cadaret, Grant & Co., Inc. are separate entities. Currently licensed to offer securities in the following states: NY, CA, CO, DE, FL, ID, IL, MD, MI, MN, NC, OH, PA, TX, VA.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 3858 N Buffalo St. Suite 2, Orchard Park,new York 14127,united States
- Phone
- +1-716-580-3906
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- waterfordadv.com
- Keywords
- Retirement Accumulation and Distribution Planning, Estate/Wealth Transfer Planning, Income Tax Planning and Preparation, Risk Management/Asset Protection Planning, Elder Care/Long-Term Care, Investment Advisory Services, Trust Opportunities, Retirement Plan Design, Compliance and Maintenance, Education Planning, Social Security Optimization Strategies, Business Succession Planning, Buy/Sell Agreements, Disability Buy-Out Arrangements, Business Valuation Services, Residential/Commercial Mortgage Assistance, Budgeting and Bookkeeping.
- HQ
- Orchard Park, New York
Waterford Advisors, Llc Questions
Waterford Advisors, Llc's helpline number is +1-716-580-3906
Waterford Advisors, Llc's website is waterfordadv.com
Waterford Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/waterford-advisors-llc
Waterford Advisors, Llc has
9 employees.
View email and phone details for 9
employees at Waterford Advisors, Llc.
Waterford Advisors, Llc's industry is
Financial Services
Waterford Advisors, Llc's top competitors are
Bolt Financial Group,
Unify Financial Advisors,
Level Financial Advisors, Inc.,
Farrell Financial, Llc,
The Bonadio Group,
Financial Planning Association Of Wny,
Bookkeeping By Cameron, Llc,
Southtowns Financial Group, Inc.,
Buffalo First Wealth Management,
Ridgecrest Wealth Partners.
Waterford Advisors, Llc's categories are Financial Services
Waterford Advisors, Llc's founding year is 1998
