Relationships beyond investing

That’s where the Waterford difference begins.

Goal focused. Plan driven.

We believe wealth is not measured in dollars, but in the absence of financial worry.

Retirement Planning

Investment Advisory Services

Tax Planning

Risk Management

Estate Planning

An uncompromising commitment to service.

As experienced financial planners we are committed to understanding your unique goals and objectives. We provide comprehensive financial planning services and follow a well-defined, disciplined process to help you achieve your goals. Our success is not measured by performance statistics, but rather by how effective we are in helping you achieve your goals.

Beyond investing

The latest news and insights from the Waterford community.

Updates to our In-Office Procedures

Updates to our In-Office Procedures

Although our staff has returned to the office, please be aware that we are still encouraging virtual meetings and will...
Read More
RMHC Golf Tournament

RMHC Golf Tournament

Ronald McDonald House Charities of Western New York is part of a global network of Ronald McDonald Houses and programs...
Read More
Mike’s Paternity Leave

Mike’s Paternity Leave

Mike Harmer and his wife, Marissa, are expecting a baby girl in very soon! Please keep in mind that Mike...
Read More

Let’s talk.

Connect with the Waterford team.

  • This field is for validation purposes and should be left unchanged.