Waterside Financial Group, LLC Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Stuart Birkel and Tom Raddatz with Waterside Financial Group, LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. 

View their individual profiles here: 
Stuart: https://www.linkedin.com/in/stuartbirkel 
Tom: https://www.linkedin.com/in/tomraddatz 

Stuart Birkel and Tom Raddatz are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. 

Stuart Birkel and Tom Raddatz are also Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member - FINRA/SIPC, a licensed insurance agency, and a New York Life Company. 409 Duke Street, Unit 101 Norfolk, VA 23510 (757) 628-1810.

Stuart Birkel and Tom Raddatz are not licensed in all jurisdictions. 
Stuart's insurance license number: 
AR: 2366129 
CA: 0M27172 
Tom's insurance license number: 
AR: 2484144 
CA: 0M86712 

Tom Raddatz is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser.
 Eagle Strategies LLC is a New York Life Company. 

Neither Waterside Financial Group, LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Waterside Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. 

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Find Waterside Financial Group, LLC employees' phone numbers or email addresses

Waterside Financial Group, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Waterside Financial Group, LLC's Leadership

  • Stylized image of a person
    W. F.
    Owner
    Phone icon
  • Stylized image of a person
    T. J. R.
    Principal
    Phone icon
  • Stylized image of a person
    S. J. B.
    Principal
    Phone icon

Waterside Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Waterside Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. F.
    Owner
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    T. J. R.
    Principal
    Phone icon
    United StatesVirginia
    Oct 20, 2025
  • Stylized image of a person
    S. J. B.
    Principal
    Phone icon
    United StatesVirginia
    Mar 25, 2026

Frequently Asked Questions

What is Waterside Financial Group, LLC known for?

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Waterside Financial Group, LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 999 Waterside Drive Suite 1500 Norfolk, Virginia 23510 United States; you can contact the main corporate office by phone at . Explore Waterside Financial Group, LLC's company overview page for more information.

What is Waterside Financial Group, LLC's most common email format?

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

How many employees does Waterside Financial Group, LLC have currently?

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Waterside Financial Group, LLC has approximately 5 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Waterside Financial Group, LLC's key employees and leadership?

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As of March 2026, Waterside Financial Group, LLC's key employees include:

  • Owner: W. F.
  • Principal: T. J. R.
  • Principal: S. J. B.

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