(716) 580-3906
3858 North Buffalo Road, Suite 2, Orchard Park, New York 14127

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Waterford Advisors

Thank you for your interest in Waterford Advisors. We are proud to have developed a reputation for honesty, integrity, quality advice, and excellent customer service.

If you would like to get in touch with our team to ask a question or schedule a free, confidential consultation, please give us a call at (716) 580-3906 or complete the contact form below. We look forward to hearing from you.

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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The financial planning process starts with gathering complete and accurate information to best serve your needs. If you’re a prospective client, please review and complete our Prospective Client Intake Form using the appropriate link below. Then, let’s connect and discuss how to meet your financial goals and grow, manage, and protect your wealth. If you’ve already met with our team and are ready to onboard with us, then please review and complete the New Client Onboarding Form using the appropriate link below.

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