Skip to content
  • About
  • Services
    • Retirement Planning
    • Investment Advisory Services
    • Tax Planning
    • Risk Management
    • Estate Planning
    • Education Planning
  • Blog
  • Newsletter
  • Contact Us
  • Client Login

Author: tyler

First Quarter Newsletter 2022

Posted April 28, 2022 by tyler & filed under Newsletter.

Fourth Quarter Newsletter 2021

Posted January 22, 2022 by tyler & filed under Newsletter.

Third Quarter Newsletter 2021

Posted October 22, 2021 by tyler & filed under Newsletter.

 

Waterford Advisors, LLC

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

Phone: (716) 580-3906
Fax: (716) 580-3913
Email: cmm@waterfordadv.com

 

Other Important Information

ADV Firm Brochure

Customer Relationship Summary Form

Privacy Policy

Terms of Service

 

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, VT.

 

Copyright 2020 by Waterford Advisors, LLC Website Design by Manzella Marketing.

  • About
  • Services
    ▼
    • Retirement Planning
    • Investment Advisory Services
    • Tax Planning
    • Risk Management
    • Estate Planning
    • Education Planning
  • Blog
  • Newsletter
  • Contact Us
  • Client Login