Gregory L. Kozerski, CPA, CFP®

President

Greg co-founded the firm with Dave Hore in 2000. Greg has a broad range of experience in providing comprehensive financial planning and investment advisory services to both individual and business clients. Greg’s consultative approach to financial planning and investment advisory services is a key ingredient in the success of the firm’s collaborative team environment. Outside of Waterford, Greg is passionate about hunting, fly fishing, and traveling. He enjoys spending time with family, especially babysitting his grandchildren. Greg also enjoys going to football and hockey games in support of local sports teams.

Education:

Bachelor of Science in Accounting, Canisius University
Master of Business Administration, Canisius University

Professional Designations:

Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)

Memberships & Community Involvement:

American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)

Email: [email protected]

Phone: 716-580-3906, ext. 115.

Ready to Take the Next Step?

Let's start a conversation about your financial future. We're here to answer your questions and explore how our personalized approach can help you achieve your goals with greater confidence.

(716) 580-3906

[email protected]

Waterford Advisors, LLC

3858 North Buffalo Street, Suite 2
Orchard Park, New York 14127

Phone: (716) 580-3906
Fax: (716) 580-3913
Email: [email protected]

Getting Around

Important Information

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Copyright 2025 by Waterford Advisors, LLC