Collaboration
At Waterman Financial Services, we require collaboration. . . you bring your story, we bring our best. Be open about your changing life and the important things in it. We then use our knowledge, and resources to create strategies that answer your financial needs, goals and dreams.
Our History
Our history is full with 25+ years experience in the financial services industry including:
- Trust/Investments
- Banking/Lending
- Wealth Management
- Audit
- Insurance
- Employee Benefits
Now, as an independent Financial Advisor and Certified Financial Planner (CFP), Lisa offers a full array of investment products and services to help with both simple and complex client needs.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live ours every day. Working together requires collaboration and sharing, two values Lisa treasures.
As a Rotarian (and active member of Rotary), Lisa recites and lives the 4 way test:
Is it the Truth?
Is it fair to all concerned?
Will it build goodwill and better friendships?
Will it be beneficial to all concerned?
Who We Are
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Discover Hidden Opportunities
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.