About Waterford Advisors
Financial Planning Services
Retirement Accumulation and Distribution Planning
Estate/Wealth Transfer Planning
Income Tax Planning and Preparation
Risk Management/Asset Protection Planning
Elder Care/Long-Term Care
Investment Advisory Services
Retirement Plan Design, Compliance and Maintenance
Our Fee Structure
Confidential Information Gathering Document (PDF)
If you forgot your password an email with a password reset link will be sent to you. Click on the link in that email and you will be taken to a page where you can then create a new password.
Enter your user name here. In most cases this will be your email address.
Send Reset Link
Copyright 2020 by Waterford Advisors, LLC
3858 North Buffalo Rd., Suite 2, Orchard Park, NY 14127
Web Design By:
Securities offered through Cadaret, Grant & Co., Inc. Member
. 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.