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Home > Financial Planner Directory > New York > Williamsville > Gregory L. Kozerski, CFP®, CPA, AIFA
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Gregory L. Kozerski, CFP®, CPA, AIFA

Waterford Advisors LLC

6225 Sheridan Dr
Ste 214
Williamsville, NY 14221
Phone: (716) 580-3906
Fax: (716) 390-3913

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.