Gregory L. Kozerski,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory L. Kozerski, CFP®

CPA, AIFA

President

Waterford Advisors LLC

3858 N Buffalo St Ste 2
Orchard Park, NY 14127-1840
(716) 580-3906

General

Gregory Kozerski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waterford Advisors LLC in Orchard Park, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - AIFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cadaret, Grant and Co., Inc.

Broker-Dealer Disclaimer

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Waterford Advisors LLC, an SEC Registered Investment Advisor. Waterford Advisors and Cadaret, Grant & Co., Inc. are separate entities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth

More

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