Waterford Advisors, LLC

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 m

easured 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:
07/13/2026

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

The Markets America’s wealth looks different than it did just a couple of generations ago. A lot has changed since 1989. Back then, there were no smartphones or streaming services. There wasn’t an app for anything. The first digital camera arrived the previous year, and the first handheld global...

07/09/2026
This week's Market Commentary is now available on our blog: hashtag ! Follow the link below to read:
07/06/2026

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

The Markets The market spent the first half of 2026 floating like a butterfly. The market slipped every punch during the first six months of 2026, and there were a lot of them: the Iran War, gyrating oil prices, rising inflation, changed interest rate expectations, employment concerns, and mounting....

This week's Market Commentary is now available on our blog: hashtag ! Follow the link below to read:
06/22/2026

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

The Markets Americans hope for a peace dividend – lower prices. Last week, President Trump signed a memorandum of understanding between the United States and Iran. Stock and bond markets welcomed the news. “Investors are hopeful the 14-point framework will lead to the Strait of Hormuz reopening,...

This week's Market Commentary is now available on our blog: hashtag ! Follow the link below to read:
06/15/2026

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

The Markets Markets rarely move in a straight line. Investors had a lot to consider last week. Rising inflation, interest rate uncertainty, and ongoing conflict in the Middle East weighed on markets. Yet stocks finished the week higher amid hopes for peace, enthusiasm for a stock launch, and improve...

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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