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Our Mission

How We Work

At Waterman Financial Services, we have the client —and only the client—in mind.

Waterman Financial Services was created to offer clients local, personalized service in a comfortable and non-threatening environment.  Let's face it -- trying to understand the complexities of financial products and services can seem overwhelming.  Our mission is to personally help clients understand what they have, why they need it, and how it fits into their overall plan. 

We want to  get to know clients and their families so we can best understand how to help.  Often times, individuals don't have specific goals, but rather, need help in developing them or crafting a plan or want help in selecting investments.  We can help!  From investments to insurance, the professionals at Waterman Financial Services are here to help develop, implement, and monitor strategies that are designed to address individual situations and help families become financially successful.  

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you -- and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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