The Waterford Group, Llc

Description

• As an investment advisory firm and a fiduciary, The Waterford Group effectively brings people, process and performance together to benefit our business, individual and not-for-profit clients. Through retirement plan management, individual investment management, and select trust services, we strive to understand each clients unique needs and achieve results that deliver financial peace of mind.Were excited to provide our services as business owners serving business owners. Focusing on sound, independent, proven investment management solutions and strategies, were dedicated to putting your best interests first, always. We help business owners provide the right retirement benefits to employees by closely working with you to manage the entire fiduciary process around your 401(k), profit sharing or defined benefit plan from selection, monitoring and due diligence to employee communication, and beyond. As independent, fee-based investment advisors, we are always on the same side of the table as you an approach that eliminates conflicts of interest. Our goal, for your investments, is to exceed your expectations to better manage your personal wealth and future security. We are all about personalized attention, answers and advice, and invite you to discover the unique advantages we offer at The Waterford Group.
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  Headquarters:1657 East Avenue Suite 200, Rochester, New York, United States

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  Phone Number: +1 585-434-0649

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  Website: http://waterfordgroupny.com/

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  Employees:8

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  Revenue:$1 - 10M

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  Legal Name:The Waterford Group, Llc

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• |  NAICS Code: 523110  |

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