WATERMAN FINANCIAL SERVICES

About

In these uncertain times, we are still open for business, more than ever committed to providing a safe and healthy environment for all clients, and proactively taking measures to mitigate concerns around coronavirus (COVID-19). We are more than happy to hold any scheduled meetings by phone or zoom and we respectfully ask that you call our office to let us know or reschedule any appointment if you aren't feeling well. 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 understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Frequently Asked Questions