Cadaret Grant & Co., located in Amherst, Town of, NY, is a financial planning firm that offers a range of services including retirement planning, investment advisory services, tax planning, risk management, and estate planning. With an unwavering commitment to service, their experienced financial planners work closely with clients to understand their unique goals and objectives, providing comprehensive financial planning services to help them achieve their desired outcomes.
Waterford Advisors, LLC, a separate entity associated with Cadaret Grant & Co., Inc., is an SEC Registered Investment Advisor that offers advisory services. Their goal-focused and plan-driven approach aims to alleviate financial worries and ensure clients' long-term financial security. With a team of dedicated professionals, Waterford Advisors provides the latest news and insights to help clients make informed investment decisions.
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