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Mission

Waterman Financial Services offers clients local and personalized financial services in a comfortable, non-threatening environment.  Our mission is to personally help you understand what you have, what you need, and how each part fits into your overall wealth plan.

Our job is to get to know you, so we can help you where you are.  No fancy or technical jargon just rock solid, strategic advice and guidance -- all centered with a financial plan for you and your family.  Because our services are customized, each financial product and service, along with its features, benefits, and costs, is reviewed and presented on its merits.  Our mission is to do what is in your best interest.  

As an independent financial advisory firm, Waterman Financial Services is able to offer you quality investment products and services, top tier portfolio management and strategic, customized financial planning.  Our mission is to give you our best so you can pursue financial success!  

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