Intake - Waterford Advisors

Waterford Advisors Information Gathering Questionnaire

Thank you for your interest in working with Waterford Advisors.

Please complete this 10-minute questionnaire, which will help us learn more about you.
Having your most recent tax return or account statements for assets and liabilities available may assist you in filling out the form.

Confidential: your information will be kept confidential and will never be provided to anyone without your consent.

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]

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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