Waterford Advisors, LLC

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Waterford Advisors, LLC We specialize in working with clients as they plan for and enjoy their retirement. Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Inc.

We offer expertise in all key areas of Wealth Advisory Services including: Income Tax Planning, Investment Management, Estate Planning and Trust Services, Risk Management and Insurance, Expense Management and Reporting, as well as Business Advisory Services. This expertise 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. Waterford Advisors and Cadaret, Grant & Co. are separate entities

This week's Market Commentary is now available on our blog: hashtag ! Follow the link below to read:
10/26/2026

This week's Market Commentary is now available on our blog: hashtag
! Follow the link below to read:

The Markets Markets hate uncertainty. Last week, there was a lot of uncertainty. Technology stocks rallied and retreated. Defensive sectors gained and lost ground. Stock market gyrations reflected the markets’ uneasiness. The VIX Index, which gauges expectations for volatility over the next 30 day...

10/23/2026
Scams are evolving—from phishing emails to AI-generated voice calls designed to sound like someone you trust. Understand...
10/21/2026

Scams are evolving—from phishing emails to AI-generated voice calls designed to sound like someone you trust.

Understanding the warning signs can help protect your money and personal information.

Here are common scams to watch for and simple ways to avoid them.

Staying informed is one of the best ways to stay protected!

Please enjoy our latest quarterly newsletter:
10/20/2026

Please enjoy our latest quarterly newsletter:

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requireme...

This week's Market Commentary is now available on our blog: hashtag ! Follow the link below to read:
10/19/2026

This week's Market Commentary is now available on our blog: hashtag
! Follow the link below to read:

The Markets One thing leads to another. In 2009, a team of domino builders in the Netherlands attempted to topple 4.8 million dominoes. Just 4.4 million fell, but that was enough to set a Guinness World Record that stands today. With dominoes, a gentle push starts a chain reaction. Rising prices can...

Its that time of year again when we collect toys to donate to the Salvation Army. We will have a collection bin at our o...
10/16/2026

Its that time of year again when we collect toys to donate to the Salvation Army. We will have a collection bin at our office very soon. Thank you in advance to anyone able to donate this year!

Address

3858 North Buffalo Street , Ste 2
Orchard Park, NY
14127

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

+17165803906

Website

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