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.
We highly recommend Watermark Financial Services. We have been with Brandon for over 10 years and he has guided us through tax returns and financial advice to creating our retirement portfolio. He is there whenever we need advice and he also contacts us periodically to go over our investments. Brandon is easy to talk with and explains in a way that we can understand. Brandon and his staff are top notch! We appreciate all he has done for us and now our family.
Brandon and Cameron Butler are fantastic. They both went over all our financial needs and were able to help us. My husband and I would definitely recommend them. Give Watermark Financial a try you won’t regret it!
Brandon has been my Financial Advisor for over 30 years. The attention he gives my portfolio is nothing short of fantastic. He has always looked out for my financial health. With his son, Cameron, joining the firm it can only get better. My wife and I highly recommend Watermark Financial Services headed up by Brandon Butler and the rest of his team