Waterford Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

3858 N Buffalo St # 2, Orchard Park, New...

Phone Number

(716) 580-3906

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
2
1
1

About Waterford Advisors

Waterford Advisors is a financial advisory firm that focuses on building lasting partnerships with individuals, families, and businesses in Western New York. They offer a range of services including retirement planning, investment advisory, tax and estate planning, and risk management, all tailored to meet the unique goals of their clients. The firm emphasizes a collaborative approach to financial planning, ensuring that clients feel confident in their financial futures. With a commitment to unbiased guidance, Waterford Advisors aims to empower clients to grow, manage, and protect their wealth.Explore more
Waterford Advisors's Social MediaPopular SearchesWaterford Advisors LLCThe WaterfordWaterford AdvisorsWaterford LLCPa Tax Advisory SvcSIC Code 62,628NAICS Code 52,523Show more

Waterford Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waterford Advisors

<$5M
11-50
Private
-
1998
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Waterford Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Waterford Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Waterford Advisors.

Waterford Advisors Tech Stack

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Frequently Asked Questions Regarding Waterford Advisors

What is Waterford Advisors's official website?
Waterford Advisors's official website is www.waterfordadv.com
What is Waterford Advisors's Revenue?
Waterford Advisors's revenue is <$5 Million
What is Waterford Advisors's SIC code?
Waterford Advisors's SIC: 62,628
What is Waterford Advisors's NAICS code?
Waterford Advisors's NAICS: 52,523
How many employees does Waterford Advisors have?
Waterford Advisors has 11-50 employees
What industry does Waterford Advisors belong to?
Waterford Advisors is in the industry of: Finance, Securities Trading
What is Waterford Advisors competition?
Waterford Advisors top competitors include: Focus Financial Network, Copper Canyon Wealth Management, Stockade Wealth Management, Waterstone Private Wealth Management
What technology does Waterford Advisors use?
Some of the popular technologies that Waterford Advisors uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Waterford Advisors?
Waterford Advisors contact info: Phone number: (716) 580-3906 Website: www.waterfordadv.com
What does Waterford Advisors do?

Waterford Advisors is a financial advisory firm that focuses on building lasting partnerships with individuals, families, and businesses in Western New York. They offer a range of services including retirement planning, investment advisory, tax and estate planning, and risk management, all tailored to meet the unique goals of their clients. The fir... m emphasizes a collaborative approach to financial planning, ensuring that clients feel confident in their financial futures. With a commitment to unbiased guidance, Waterford Advisors aims to empower clients to grow, manage, and protect their wealth.Read More

What are Waterford Advisors social media links?
Waterford Advisors Linkedin page Waterford Advisors Facebook page
Is Waterford Advisors a public company?
Waterford Advisors is private company therefore does not currently have an official ticker symbol
See more information about Waterford Advisors

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