Waterman Financial Services LLC

at 3252 Mallard Cove Ln, Fort Wayne , 46804 United States

Waterman Financial offers independent financial guidance based on the needs and desires of our clients and focuses on investments and insurance.

Address and contacts of Waterman Financial Services LLC

place map
Waterman Financial Services LLC
3252 Mallard Cove Ln
Fort Wayne , IN 46804
United States
Email
Contact Phone
P: (260) 436-6588
Website
http://www.watermanfinancial.com

Description

Waterman Financial is all about helping you be financially successful. Ultimately, everything you do has to do with earning, saving, spending and investing your money. You can figure out the earning and spending parts, but if you are like most people, the saving and investing part gets a little complicated. Let me help. As a Certified Financial Planner, a previous bank and trust officer, and a financial professional licensed by FINRA and the SEC, I have the skills, certifications and licenses to help! You know, all those numbers and letters -- 401(k), 403(b), IRA's, VA's -- all have specific tax consequences and investment opportunities. Let me explain it to you to help in your financial success. Let's talk! Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered investment Advisor. Non-Securities products and services are not offered through TFA. Waterman Financial Services and TFA are not affiliated LDO49540-04/14

Opening time

  • Mondays: 08:00- 17:00
  • Tuesdays: 08:00- 17:00
  • Wednesdays: 08:00- 17:00
  • Thursdays: 08:00- 17:00
  • Fridays: 08:00- 17:00

Company Rating

136 FB users likes Waterman Financial Services LLC, set it to 10 position in Likes Rating for Fort Wayne, Indiana in Bank/Financial Service category

Summary

Waterman Financial Services LLC is Fort Wayne based place and this enity listed in Financial Services category. Located at 3252 Mallard Cove Ln IN 46804. Contact phone number of Waterman Financial Services LLC: (260) 436-6588

Bank/Financial Service category, Fort Wayne

Lion Fund
614 S Harrison St Fort Wayne , IN 46802 United States

Early Stage Investment Fund

Edward Jones - Financial Advisor: Matt Ramer
9071 Stellhorn Crossing Pkwy Fort Wayne , IN 46815 United States

Chris Smith, Branch Manager/Licensed Loan Officer, NMLS #470511
421 E Cook Rd Suite 200 Fort Wayne , IN 46825 United States

Contact me for information about purchasing or refinacing your home.