About Watermark Financial Services Inc
Reviews for Watermark Financial Services Inc
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Watermark Financial Services Inc. is a fee-based financial planning firm that specializes in developing retirement strategies, tax preparation, and estate planning. The team, led by Brandon Butler and his son Cameron, receives high praise from clients for their attentive and personalized service. Many clients have been with the firm for years, appreciating Brandon’s ability to explain complex financial topics in an easily understandable way. Reviews highlight the team's proactive approach, with regular check-ins to discuss investments and financial needs. Clients express strong satisfaction with the support received, stating they feel secure and well-guided in their financial journeys. Watermark is highly recommended for anyone seeking reliable financial advice and planning services.
I selected them to manage my retirement account because of their reputation and recommendations from some coworkers. They developed a plan based on my needs and risk tolerance. They are always on top of the ever changing financial climate. They keep me informed on any updates and changes including the reasons why. Always professional, helpful and friendly.
Our family has trusted Watermark Financial Services for many years. They are very professional, personable, and responsive. They do an excellent job staying on top of market trends and providing strategic financial and tax advice, which keeps us well positioned for the future. Highly recommend.
My husband and I are extremely happy with the service provided by both Brandon and Cameron with our financial future. We were lost as to what to do until we contacted them. They explained everything very well and we're patient with all our questions. Also very punctual responding to all of our calls and emails. Can't thank them enough!