Waterford Advisors, LLC

3 years ago at the JP Morgan Corporate Challenge!

https://www.waterfordadv.com/congrats-sam/ Please join us in welcoming Samantha Thomas to our firm as a full-time Junior Planner! Sam graduated in May from the University at Buffalo with her Bachelor of Science in Business Administration with a concentration in Financial Analysis.

We have a new outdoor drop box / mail box! We recently installed a secure outdoor drop box for our clients to drop off documents including their tax documents after normal business hours. The drop box will be checked daily during the normal business week and on Saturdays during February and March. If you plan to use the drop box for your tax documents, a heads up to our office would be helpful. As always, contact us with any questions.

This week's Market Commentary is now available! Please follow the link below to read on Beyond Investing: The Waterford Advisors Blog. https://www.waterfordadv.com/weekly-market-commentary-janu/