Watermark Financial Group Employee Directory

Financial ServicesUnited States2-10 Employees

Watermark Financial offers individuals and companies access to debt and equity financing for all their funding needs. Based upon the specifics of a project, Watermark will match your request with the best financial products available.

Our officers provide guidance and counsel to pre-qualify a project and ensure lender approval. Once submitted, we work with clients throughout the entire process to ensure a timely and successful closing.

Watermark Financial has proven expertise and a strong history of completed transactions. Many of our projects have particular criteria that require special attention to shepherd to close. Watermark offers honest, direct and responsive communication, with an eye towards custom solutions.

Who we are:

Experienced financial lending team. 
Able to facilitate easy loan application and project submission process. 
Offer access to a variety of investors and lending sources for the best available loan products and rates. 
Capable of combining debt and equity financing for project finance on even the most complicated of deals. 
Provide fast loan approval decisions for all types of loans and financing. 
Use of a variety of loan programs for great and less than perfect credit, including nonrecourse options. 
What we offer: 

Purchase, refinance, cash out, debt consolidation, land acquisition, commercial and residential construction, and more. 
Fixed rate, variable rate, mezzanine, bridge, construction and renovation, and going concern options available. 
Up to 90% financing on certain project types. 
Single family, condominiums, townhouses, multifamily, retail and mixed use. 
Programs for good or less than perfect credit. 
Quick bridge funds to carry projects through to completion. 
Assistance working through banks to negotiate short sale resolutions prior to bank foreclosure. 
How we differ from the rest:

Communication and personalized service that adds ease to the lending process. We will walk you through the application process to make sure you have everything required to get your project approved. 
Quick project review and pre-approval. We will let you know within 48 hours or less whether a project is prequalified and ready to go a lender. 
Participation through the loan process. From approval to closing, we help shepherd the process through to its successful completion. 
We welcome you to call for a consultation or submit your project online for our timely review and response.

Find Watermark Financial Group employees' phone numbers or email addresses

Watermark Financial Group Global Highlights

Location
Employees

North America
4

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  • United States Of America
    3
  • Canada
    1

Watermark Financial Group's Leadership

  • Stylized image of a person
    C. T.
    Registered Representative
    Phone icon
  • Stylized image of a person
    K. M.
    Phone icon
  • Stylized image of a person
    W. J.
    Phone icon

Contact profiles from Watermark Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. T.
    Registered Representative
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    K. M.
    Phone icon
    United StatesPennsylvania
    Aug 02, 2024
  • Stylized image of a person
    W. J.
    Phone icon
    UNITED STATES
    Apr 22, 2024

Frequently Asked Questions

What is Watermark Financial Group known for?

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Watermark Financial Group operates in the Financial Services industry. Explore Watermark Financial Group's company overview page for more information.

What is Watermark Financial Group's most common email format?

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Watermark Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Watermark Financial Group email formats with LeadIQ.

How many employees does Watermark Financial Group have currently?

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Watermark Financial Group has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Watermark Financial Group's key employees and leadership?

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As of December 2025, Watermark Financial Group's key employees include:

  • Registered Representative: C. T.
  • : K. M.
  • : W. J.

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