Gregory Kozerski

Background

About Gregory Kozerski

The entire staff of Waterford Advisors, LLC is committed to the successful execution of our firm's mission statement:Waterford Advisors, LLC is a relationship driven firm that delivers highly personalized services to a limited number of families as they grow, manage and protect their wealth.We will provide independent, objective, and unbiased financial planning advice. Our only allegiance will be to our clients. We will have an unyielding commitment to the achievement of our clients' financial goals and objectives. To that end, we are committed to continually improve our people, processes, services, and facilities.We will never lose sight of the basic premise that an uncompromising commitment to service and above all unquestionable ethics is the only true path to success.Securities offered through Cadaret Grant & Co. Inc, member (FINRA Advisory services offered through Waterford Advisors, LLC, an SEC Registered Investment Advisor. Waterford Advisors and Cadaret Grant & Co. Inc. are separate entitiesFinancial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.