Getting Started

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

If you would like to contact our office for a confidential consultation, please call us at 716-929-7110. We will forward to you our Confidential Information Gathering Document (PDF 186K) along with our Basis for Developing a Client/Advisor Relationship Document (PDF 103K).

Once the completed documents are returned to us, we will contact you to schedule an initial appointment. At this meeting, we will review our services and philosophy, discuss what you hope to accomplish through a relationship with Waterford and determine whether a working relationship would be mutually beneficial.

In order for us to make intelligent, informed recommendations, we need to understand every aspect of your financial life. We begin with a review of the financial information you provide, along with a discussion of your goals and objectives. These two aspects—accurate data and quantifiable goals—drive the planning process today and into the future.

If you would feel more comfortable meeting with us prior to providing us with the requested information, please call our office to schedule a convenient time.

We look forward to hearing from you.