Mark Stevens Financial

Waterford Advisors is a financial planning firm based in Orchard Park, NY, offering a range of services including retirement planning, investment advisory, tax planning, risk management, and estate planning. With a goal-focused and plan-driven approach, they believe that true wealth is measured by the absence of financial worry, rather than just dollars. Committed to understanding their clients' unique goals and objectives, their experienced team provides comprehensive financial planning services and follows a disciplined process to help clients achieve their financial goals. Going beyond investing, Waterford Advisors also provides the latest news and insights through their blog, offering market commentaries and keeping clients informed about the ever-changing financial landscape. With an uncompromising commitment to service, they prioritize effectiveness in helping clients achieve their goals over performance statistics. As an SEC Registered Investment Advisor, Waterford Advisors is dedicated to providing personalized financial solutions to residents of the United States.Generated from the website

Our company and its alliances are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firms reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.Our mission is simple: to provide innovative and practical financial programs for our valued clients.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with comprehensive information, services, and products to help you pursue your goals.