Waterford Advisors Email Formats

Financial Services • 3858 N Buffalo St. Suite 2, Orchard Park, United States • 1-10 Employees

Key Contact at Waterford Advisors

Gregory Kozerski

President

Company overview

Headquarters	3858 N Buffalo St. Suite 2, Orchard Park, New York 14127, US
Phone number	+17165803913
Website	waterfordadv.com
NAICS	52
SIC	628
Keywords	Business Succession Planning, Education Planning, Investment Advisory Services, Buy/Sell Agreements, Income Tax Planning And Preparation, Retirement Plan Design, Business Valuation Services, Social Security Optimization Strategies, Compliance And Maintenance, Disability Buy-Out Arrangements, Elder Care/Long-Term Care, Estate/Wealth Transfer Planning, Residential/Commercial Mortgage Assistance, Retirement Accumulation And Distribution Planning, Risk Management/Asset Protection Planning, Trust Opportunities, Budgeting And Bookkeeping
Founded	1998
Employees	1-10
Socials

About Waterford Advisors

Waterford Advisors LLC specializes in working with clients as they plan for and enjoy their retirement. We provide comprehensive financial planning services and follow a well-defined, disciplined process to increase the probability that you will meet your financial goals. We offer experience in all key areas of Wealth Advisory Services including: Income Tax Planning and Compliance, Investment Management, Estate Planning and Trust Services, Risk Management and Insurance, Expense Management and Reporting, as well as Business Advisory Services. This experience allows us to deliver the best possible personalized advice and is provided without conflicts of interest. Our success is not measured by performance statistics but rather by how effective we are in helping you achieve your goals. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Waterford Advisors has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Waterford Advisors has never raised funding before.

Waterford Advisors Tech Stack

Discover the technologies and tools that power Waterford Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteOrigin Page Builder

Page builders

PWA

Miscellaneous

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Retina.js

JavaScript libraries

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Hostinger

Hosting

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Waterford Advisors is located in 3858 N Buffalo St. Suite 2, Orchard Park, US.

You can reach Waterford Advisors at +17165803913.

Waterford Advisors was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Waterford Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Waterford Advisors

Gregory Kozerski

President

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