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About Us

Our Primary Purpose

At Waterman Financial Services, we work for you. Our commitment is to give you our best.  Plain and Simple.


Our Primary Purpose

We give you our best professional guidance to help you achieve the financial future you deserve!  Each and every plan is crafted to address the needs, hopes, and dreams of its owner.   At Waterman Financial Services, everything we do has YOU at the center.  

We also give you our best teamwork.  We believe strongly in utilizing a team approach by either working with your existing advisory team or bringing in new professionals like accountants, attorneys, and insurance specialists.  Our job is to ensure all components of your wealth plan are considered.  YOU are the center of all planning.  

SIMPLY PUT, we give you our BEST.   With ongoing continuing education and cutting edge technology, Waterman Financial Services commits to giving our best -- every day and every meeting.  Our goal is to ensure you are comfortable and confident your financial future is all you hoped for, need and want!    

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you!

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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