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:
08/31/2026

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

The Markets Artificial intelligence (AI) is driving the market and the economy. Last week, markets experienced a burst of AI enthusiasm after a leading chip manufacturer’s earnings report exceeded expectations. The company anticipates revenue will grow by 70 percent over the coming year. Its share...

08/26/2026
This week's Market Commentary is now available on our blog: hashtag ! Follow the link below to read:
08/24/2026

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

The Markets Investors may have a rosier view of the future than consumers do. In 2026, markets have been volatile with major U.S. stock indexes posting new highs and new lows. “The S&P [Standard & Poor’s] 500 posted 30 new highs and one new low; the Nasdaq ⁠recorded 155 ​new highs and 85 new...

Don't forget to submit your request for puppy cuddles when confirming your appointment at our office 😉 🐾
08/19/2026

Don't forget to submit your request for puppy cuddles when confirming your appointment at our office 😉 🐾

This week's Market Commentary is now available on our blog: hashtag ! Follow the link below to read:
08/17/2026

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

The Markets Reading the economic tea leaves. The stock market is forward-looking, which means that it reflects investors’ expectations for the future. No one knows exactly what will happen in the months ahead, but investors try to gain an edge by interpreting economic information. Last week, we sa...

This week's Market Commentary is now available on our blog: hashtag ! Follow the link below to read:
08/10/2026

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

The Markets The rally continues. A lot of factors influence the United States stock market, including economic trends, market sentiment, and government and Federal Reserve (Fed) policies. However, many investors consider earnings, which reveal how profitable a company is after paying expenses, one o...

Today's Waterford team meeting was all about continuous improvement.We had great conversations around:📂 Strengthening do...
08/05/2026

Today's Waterford team meeting was all about continuous improvement.

We had great conversations around:
📂 Strengthening document management and security
📊 Exploring financial planning software and reporting options
🗂️ Improving internal document organization and storage
🤖 Evaluating AI tools to help capture meeting notes, track tasks, and streamline collaboration

It's exciting to see our team embracing new ideas and technologies that help us work more efficiently while staying focused on delivering the best outcomes for our clients.

Small improvements today lead to bigger successes tomorrow. Here's to continuous learning, innovation, and teamwork!

This week's Market Commentary is now available on our blog: hashtag ! Follow the link below to read:
08/03/2026

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

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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