Firm Profile

While most financial service firms attempt to be everything to everyone (and often wind up not specializing very well for anyone), the Waters Financial Group focuses extensively on the needs of those age 50 or better and their specific problems and opportunities. The Waters Financial Group first educates retirees about their alternatives and then assists them in implementing appropriate strategies. 

The Waters Financial Group takes the trust and confidence clients place in them very seriously. The basic company philosophy is "We strive to service our clients in such a way that they are able to make suitable decisions for their financial future." This means taking the time to help our clients make decisions that are in their best interest. This philosophy combines a high level of dedication and long-lasting relationships.