WATERFORD ADVISORY GROUP

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Waterford Advisory Group provides advisory services to financial institutions. These advisory services deliver strategy, roadmap

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WATERFORD ADVISORY GROUP

Social Links:

Industry:
Consulting Financial Services

Founded:
2011-01-01

Address:
Pittsford, New York, United States

Country:
United States

Website Url:
http://www.waterfordgroupny.com

Total Employee:
1+

Status:
Active

Contact:
585.249.7685

Email Addresses:
[email protected]

Technology used in webpage:
Euro Google Maps Google


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Current Employees Featured

leon-bernal_image

Leon Bernal
Leon Bernal Principal @ Waterford Advisory Group
Principal

Founder


leon-bernal_image

Leon Bernal

Official Site Inspections

http://www.waterfordgroupny.com

  • Host name: redirection.constellix.com
  • IP address: 208.80.123.28
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "Waterford Advisory Group"

Who We Are - The Waterford Group, LLC

Chief Executive Officer Brian has over 30 years of industry experience and has successfully guided all aspects of retirement plans while building and maintaining relationships with clients โ€ฆSee details»

Contact - The Waterford Group, LLC

[email protected]. Connect With The Waterford Group. Have Questions? Our team of experts are here to help. First Name. Last Name. Email Address. Phone. How Can We Help? โ€ฆSee details»

The Waterford Group, LLC Information - RocketReach

Waterfordgroupny.com; 3 585643XXXX; 585586XXXX; 585530XXXX; Mary O'Brian President at The Waterford Group, LLC Town of Penfield, New York, United States View. 1 โ€ฆSee details»

Why Waterford - Rochester Retirement Specialists

Process; not an exciting word, but a critical component. We help to take care of important processes โ€“ for business owners with retirement plans โ€“ as an ERISA 3(38) fiduciary. We implement the Investment Policy Statement to make sure โ€ฆSee details»

The Waterford Group LLC Company Profile - Dun & Bradstreet

The Waterford Group LLC Company Profile | Rochester, NY | Competitors, Financials & Contacts - Dun & BradstreetSee details»

Alera Group Increases New York Footprint with The Waterford โ€ฆ

Nationally recognized retirement plan advisor brings consulting and fiduciary expertise Alera Group, a leading financial services and risk management company, today announced the โ€ฆSee details»

The Waterford Group (New York) - PitchBook

The Waterford Group (New York) General Information Description. Provider of fiduciary and educational services to employer-sponsored retirement plans. The company offers investment โ€ฆSee details»

The Waterford Group, LLC Overview | SignalHire Company Profile

Phone Number: 585-434-0649: The Waterford Group,... industries Finance, Investment Management & Fund OperatorsSee details»

The Waterford Group LLC in Rochester, NY - (585) 434-0649 - Profile

The Waterford Group LLC is in the Financial Consultant business. View competitors, revenue, employees, website and phone number.See details»

Alera Group Acquires New Yorkโ€™s The Waterford Group

Apr 23, 2021 The Waterford Group provides 3(38) fiduciary and educational services to employer-sponsored retirement plans and wealth management services. Alera Group is a โ€ฆSee details»

Participant Support - The Waterford Group, LLC

Yes, most plans allow old 401(k)โ€™s to be rolled over at any time. Please contact Mary Oโ€™Brian ([email protected]) or Lauren Khuns ([email protected]) at The โ€ฆSee details»

Waterford Advisory Group - Crunchbase Company Profile & Funding

Waterford Advisory Group provides advisory services to financial institutions. These advisory services deliver strategy, roadmapSee details»

The Waterford Group - Official MapQuest

The Waterford Group is a nationally recognized retirement plan advisor based in Pittsford, NY. With a team of experienced professionals, they specialize in understanding the complexities of โ€ฆSee details»

The Waterford Group, LLC | unbiased.com

The Waterford Group, LLC is a financial advisory firm based in Rochester, New York. It currently has approximately $627,426,110 of assets under management and employs about 4 people.See details»

The Waterford Group, LLC - SmartAdvisor Match

The Waterford Group, LLC is an advisory firm based in Rochester, New York. The firm oversees $640.9 million in total assets throughout 199 customer accounts, making it one of the bigger โ€ฆSee details»

Waterford Group Portfolio Investments, Waterford Group Funds, โ€ฆ

Waterford Group are Rochester NY retirement plan specialists and 401(k) advisors, providing consulting and fiduciary services. Use the CB Insights Platform to explore Waterford Group's โ€ฆSee details»

Retirement Resources - The Waterford Group, LLC

What Retirement Planning Isnโ€™tAmericans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since 2020, according to โ€ฆSee details»

The Waterford Group, LLC (Rochester) | Adviser Rankings - wallmine

The Waterford Group, LLC is a large advisory firm based in Rochester. It manages $458 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser โ€ฆSee details»

The Waterford Group - Overview, News & Similar companies

Mar 15, 2021 Turnbridge Equities and Waterford Property Company Acquire City Place Long Beach in Southern California LONG BEACH, Calif., March 15, 2021 /PRNewswire/ -- A โ€ฆSee details»

May 2021 Newsletter - The Waterford Group, LLC

May 3, 2021 A 3(16) fiduciary, as used by service providers, is typically an organization that takes fiduciary responsibility for the administration of a retirement plan. A 3(16) fiduciary โ€ฆSee details»

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