About Waterman Financial

At Waterman Financial Services, we work for YOU.  Our commitment is to give YOU our best.  Plain and Simple.  We do what is in your best interest.  Period. 

We give you our best professional guidance to help you pursue the financial future you deserve!  Crafting a financial strategy based on your needs, desires, goals, and dreams makes it the perfect financial plan for YOU, YOUR LIFE, and YOUR FAMILY! 

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

Our BEST means we are always there for YOU through the good. . . and the bad times too.  Everyone encounters challenges along the way,  Our job is help you be prepared for the challenges before they happen.  By creating a written financial plan, and offering a compassionate heart, we strive to bring you the financial future you hope for and the financial satisfaction you and your family deserve.

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!