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 716-580-3906 or use our Contact Us form. We will forward to you our Confidential Information Gathering Document and other informational materials for you to view. If you're nearing retirement or would like assistance in developing a detailed Retirement Income Plan we will also be asking you to complete our Preliminary Retirement Questionnaire. 

We look forward to hearing from you.