Category: Announcements

For new clients joining our firm or current clients looking to add new accounts to their advisory relationship with our firm, we are now offering the use of Schwab’s Digital Account Opening Tool. We have included a link below to the step by step guide shared by Schwab to assist clients in navigating this tool.… Read more »

In an effort to improve our practices and procedures to be more efficient and secure for our clients we have adopted new DocuSign tools. For those unfamiliar with DocuSign we have provided a link below to step by step screen shots on what to expect should a client receive a DocuSign email from our firm.… Read more »

Please join us is congratulating Ellen Bosco-Brennan in attaining the Financial Paraplanner Qualified Professional™ Designation! The FPQP™ program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance, and investments.

Hello everyone, Waterford is hosting a Christmas toy drive through the Salvation Army! If you wish to donate, we ask that you please bring new, unwrapped toys (age-appropriate for infant through age 12) to our office. We will be accepting donations now through December 11th. We are located at 3858 North Buffalo Rd., Suite 2,… Read more »