Waterside Financial Group, LLC Email Format

Financial ServicesVirginia, United States2-10 Employees

Waterside Financial Group, LLC operates in the financial services sector, offering a range of insurance and financial services along with employee benefits to both individuals and businesses. Its services encompass planning for college funding, retirement, long-term care costs, and lifetime income strategies, aiming to address a variety of financial needs for its clients. Based in Norfolk, Virginia, the firm positions itself as a local provider with principals who are licensed to sell insurance through New York Life Insurance Company and who also offer securities products and services through NYLIFE Securities LLC, a New York Life Company. The organization appears to function with a small professional team and is led by agents Stuart Birkel and Tom Raddatz, who maintain multiple licenses across jurisdictions and hold affiliations with New York Life entities. Recent information notes the location and professional credentials of its principals, alongside a stated disclaimer regarding tax, legal, or accounting advice and the non-ownership relationship with New York Life Insurance Company or its affiliates.

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