The Waterford Group LLC
Legal Name: THE WATERFORD GROUP, LLC
1657 EAST AVENUE, SUITE 200, ROCHESTER, NY
(585) 434-0646
https://waterfordgroupny.com
Frequently Asked Questions (FAQ)
Full Contact Details
The Waterford Group LLC
1657 EAST AVENUE, SUITE 200, ROCHESTER, NY
(585) 434-0646
Other Info
THE WATERFORD GROUP, LLC is a New York based Limited Liability Company with 4 employees, 3 of whom are advisors. Serving an unknown number of clients, the firm's SEC status is listed as Approved with a registration date of December 17, 2010.
The Waterford Group, LLC — Retirement Plan Specialists
The Waterford Group are Rochester NY retirement plan specialists and 401(k) advisors, providing consulting and fiduciary services in Western NY.
Direct Owners
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BRIAN PATRICK COSTELLO
MANAGING MEMBER / CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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MARY KATHERINE O'BRIAN
MANAGING MEMBER owns more than 10% but less than 25%
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MICHAEL JOHN MERRIMAN
MANAGING MEMBER owns more than 25% but less than 50%