DELIVERING CUSTOMIZED SOLUTIONS SINCE 1986 Watters Financial Services is an independent Wealth Management and Financial Planning firm. Because of this, we are free of any influence or pressure, enabling us to custom design a plan that will best suit your situation. As a fiduciary, we are legally required to act in your best interest. We are under no obligation to sell proprietary products. We work with small businesses regarding their retirement and succession plans. A Certified Financial Planner™ will assist you in taking a comprehensive, systematic approach to your entire financial picture either on a Wealth Management or Comprehensive Financial Planning basis. This may include investment strategies, protecting and enhancing wealth, mitigating taxes, taking care of heirs and managing risks. Your finances will match your values and goals. All recommendations will be customized to you as your situation is unique and mostly likely complicated. We provide advice on an hourly basis concerning a specific topic such as investments, business and personal retirement plans, estate planning, cash flow, wealth transfer, charitable giving, taxes and insurance. As independent professionals we provide timely, unbiased advice that will help you make informed decisions. With the depth of experience in our profession, we can cut through the confusion and noise and assist you in having a real and realistic understanding as it relates to your specific circumstances. WHAT MAKES US DIFFERENT? We act as a fiduciary which means that we are legally obligated to put our clients’ interests first. We are an independent firm which means our advice is objective and unbiased. We offer Wealth Management which combines money management and on-going comprehensive financial planning. Our expertise and perspective gained since 1986. We offer customized solutions. We deliver full disclosure and transparency. We believe in frequent and documented communication.
View Top Employees from Watters Financial Services, LLCWebsite | http://www.wattersfinancial.com |
Revenue | $1 million |
Employees | 7 (7 on RocketReach) |
Founded | 1986 |
Address | 16 Arcadian Avenue Suite C-4, Paramus, New Jersey 07652, US |
Phone | (201) 843-0044 |
Fax | (201) 843-1171 |
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Industry | Financial Services, Investment Banking, Wealth Management, Finance, Business Retirement Plans, Comprehensive Financial Planning, Charitable Giving, Employee Benefits, Retirement Planning, Insurance Planning, Estate Planning |
Web Rank | 37 Million |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Watters Financial Services, LLC employee's phone or email?
The Watters Financial Services, LLC annual revenue was $1 million in 2024.
Timothy Watters MBA is the Managing Partner of Watters Financial Services, LLC.
7 people are employed at Watters Financial Services, LLC.
Watters Financial Services, LLC is based in Paramus, New Jersey.
The NAICS codes for Watters Financial Services, LLC are [523, 52393, 52, 5239].
The SIC codes for Watters Financial Services, LLC are [62, 628].