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)
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Copyright 2019 by Waterford Advisors, LLC
6225 Sheridan Drive, Suite 214, Williamsville, NY 14221
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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.