Uncategorized Archives - The Waterford Group, LLC

Why Waterford
What We Do
Who We Are
Resources
Contact

Select Page

May 2022 Newsletter

by Team Waterford | May 3, 2022 | Newsletter, Uncategorized

Why Retirement Plan Sponsors Should Care About Employee Student Loan Debt According to the College Board, the cost of a four-year education increased more than 200% (after inflation) from 1988 to 2018. This has placed a tremendous burden on graduates, with national...

Strategic Resources

Articles
Important Documents
Newsletter
Participant Corner
Uncategorized

1657 East Avenue
Suite 200
Rochester, NY 14610

P:585.434.0649

Send an Email

Participant Support

Client Portal

Waterford Client Relationship Summary

Why Waterford | What We Do | Who We Are | Resources | Contact

WARRANTIES & DISCLAIMERS There are no warranties implied. The Waterford Group, LLC is a registered investment adviser located in Rochester, NY. The Waterford Group, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Waterford Group, LLC ‘s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of The Waterford Group, LLC ‘s web site on the Internet should not be construed by any client and/or prospective client as The Waterford Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by The Waterford Group, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Waterford Group, LLC, please contact the state securities regulators for those states in which The Waterford Group, LLC maintains a registration filing. A copy of The Waterford Group, LLC’s current written disclosure statement discussing The Waterford Group, LLC ‘s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from The Waterford Group, LLC upon written request. The Waterford Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Waterford Group, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.