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 have used Watermark Financial over 30 years. I have always felt secure in thier recommendations for my financial future. They have the heart of a teacher, teaching me about where and why my investments are placed. This gives me peace of mind.
I wouldn't put my retirement dollars in the hands of anyone else! I feel respected and watched over!!! These guys are the best. Plus, I've consistently made money! Thanks to Brandon and Cameron.
My wife Sue and I have been using Brandon and Watermark Financial for close to 30 years and we couldn't feel more secure and happy with their services! We are pretty sure they have been preparing our federal, Wisconsin, New York and now Georgia state taxes since he started doing taxes and again couldn't be happier! Brandon has brought his son Cameron on board and we both feel very comfortable with his knowledge (he has a great teacher). We now live in NE Georgia and they will be our financial fiduciaries for ever! Thank you Brandon, Cameron, Laura, and Becky for all you have done through out the years!
2555 East Calumet Street, Appleton, WI 54915
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