Retirement Planning
Ready to envision your ideal retirement? Let’s build the strategies to get there, focusing on both accumulating for the future and creating a sustainable income plan for your retirement years.
Investment Advisory
Invest with purpose. Our disciplined, goal-focused approach to investment management is designed for long-term growth and performance, always keeping your objectives and risk tolerance in mind.
Risk Management
Don’t leave your financial well-being to chance. Our team offers expert guidance to identify vulnerabilities and implement robust protective measures for lasting security.
Tax Planning
Plan intelligently for today and tomorrow. We help you navigate the complexities of tax planning and create thoughtful estate plans to protect your assets and secure your legacy.
Estate Planning
Secure your legacy and protect your loved ones. We’ll work together to ensure your assets are managed and distributed according to your wishes. We can assist with Trusts, Business Succession Planning, and more!
Other Services
From Education Planning, Social Security Optimization Analysis, Debt Management or various business services like bookkeeping and more, we've got you covered at Waterford Advisors.
Experienced Guides for Your Financial Journey.
At Waterford Advisors, we’re not just managing wealth; we’re building lasting partnerships. Right here in Western New York, our dedicated team actively guides individuals, families, and businesses like yours. We dive deep to understand your unique goals, crafting personalized, plan-driven strategies that empower you to grow, manage, and protect what you’ve built. We’re your financial allies – deeply invested in your success and the vitality of the WNY community.
Discover the Waterford Difference
We Listen, Then We Plan.
Your financial journey is unique. That's why we start by understanding you—your values, your concerns, your vision for the future. This deep understanding forms the bedrock of a financial plan truly built for you.
Beyond Market Fluctuations.
In a world chasing short-term gains, we focus on the long view. Our success isn't measured by market noise, but by your progress towards achieving what matters most to you.
Your Committed Partners.
As independent, objective advisors, our advice is always centered on your best interests. We're dedicated to providing unbiased guidance and maintaining an unwavering commitment to your financial goals.
Browse our blog for valuable resources & guidance
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Market Commentary October 27, 2025
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