Waterman Financial Services - Fort Wayne, Indiana

Waterman Financial Services: A Comprehensive Guide

Nestled in the heart of Fort Wayne, Indiana, Waterman Financial Services, situated at 3250 Mallard Cove Ln, stands as a beacon of financial expertise and personalized service. This full-service financial consulting firm, established in 1986, has been committed to guiding clients through complex financial landscapes with professionalism, integrity, and a client-centric approach.

Main Services

• Retirement Planning: Waterman Financial Services helps clients navigate the intricate world of retirement planning, ensuring a comfortable and secure future. They provide tailored strategies that align with individual goals and risk tolerance.
• Investment Management: The firm offers customized investment management services, designed to grow and preserve clients' wealth. Their team of experienced professionals continually monitors and adjusts investment portfolios to optimize returns.
• Estate Planning: Waterman Financial Services assists clients in creating effective estate plans that protect assets and facilitate a smooth transfer to beneficiaries. They work closely with clients' legal and tax professionals to ensure all aspects of estate planning are addressed.
• Insurance Planning: The firm provides comprehensive insurance planning services, including life, disability, and long-term care insurance. Their goal is to protect clients' families and businesses from financial risks and uncertainties.
• Business Planning: Waterman Financial Services offers business planning services, including succession planning, key employee retention, and buy-sell agreements. They work with business owners to optimize their company's financial health and ensure a smooth transition when the time comes.
• Tax Planning: The firm's team of financial advisors works closely with clients' tax professionals to develop strategies that minimize tax liabilities and maximize after-tax returns.

Location and Access

Waterman Financial Services is conveniently located at 3250 Mallard Cove Ln, Fort Wayne, IN 46804, United States, in the heart of Allen County. The office is situated in the picturesque Covington Plaza, near the intersection of Coldwater Road and I-69, providing easy access from various parts of the city.

The neighborhood is quiet and residential, with a mix of single-family homes and apartments. Nearby attractions include the Covington Lakes, a beautiful park perfect for recreational activities, and the IPFW (Indiana University - Purdue University Fort Wayne) campus, which offers cultural and educational events.

For those who prefer public transportation, the Fort Wayne Citizens Transit bus service stops nearby, making it accessible for commuters. Additionally, the office offers ample parking, including a wheelchair-accessible car park, ensuring convenience and accessibility for all clients.

Featured Characteristics

• Experienced Team: Waterman Financial Services boasts a team of seasoned financial advisors, each bringing unique expertise and insights to the table. Their collective experience and knowledge enable them to provide comprehensive and effective financial solutions.
• Personalized Approach: The firm believes in building long-term relationships with clients, taking the time to understand their unique financial circumstances and goals. They tailor their services to each client's specific needs, ensuring a personalized and effective financial plan.
• Independent and Objective: As an independent financial services firm, Waterman Financial Services is not tied to any specific financial products or services. This allows them to provide unbiased, objective advice, always acting in their clients' best interests.
• Client-Focused Technology: The firm leverages cutting-edge technology to enhance the client experience. They offer secure, convenient online access to client accounts, as well as digital tools to help clients stay informed and engaged with their financial plans.

Practical Information

• Phone Number: Waterman Financial Services can be reached by phone at 260-436-6588. Their team is available during regular business hours to assist clients with any questions or concerns.
• Website: The firm's official website can be found at www.watermanfinancial.com. The website features a wealth of educational resources, as well as information about the firm's services and team of advisors.
• Hours of Operation: Waterman Financial Services is typically open Monday through Friday, from 8:30 AM to 5:00 PM. However, the firm encourages clients to schedule appointments at times that are most convenient for them, including evenings and weekends.
• Wheelchair-Accessible Entrance: The office is equipped with a wheelchair-accessible entrance, ensuring that all clients can enter and navigate the space with ease.

Client Testimonials and Reviews

Waterman Financial Services has received an impressive average rating of 5/5 from 2 reviews on Google My Business, indicating a high level of client satisfaction. Here are some highlights from the reviews:

• Exceptional Service: One client praised the firm's exceptional service, highlighting the personalized attention and expertise provided by the team of advisors.
• Trust and Confidence: Another client expressed their trust and confidence in Waterman Financial Services, noting that the firm's team of advisors goes above and beyond to ensure their clients' financial well-being.

These positive aspects from reviews further underscore the firm's commitment to client satisfaction, personalized service, and financial expertise.

In conclusion, Waterman Financial Services stands as a trusted and experienced financial consulting firm, providing a comprehensive range of services to clients in Fort Wayne and beyond. With a convenient location, accessible facilities, and a team of dedicated professionals, the firm is well-equipped to help clients navigate the complex world of finance and achieve their financial goals.

👍 Reviews of Waterman Financial Services

Richard P.

5/5

Alex W.

5/5

Richard P.

5/5

Alex W.

5/5

Richard P.

5/5

Alex W.

5/5