Watters Financial Services, LLC Email Format

Financial ServicesNew Jersey, United States2-10 Employees

Watters Financial Services, LLC is an independent wealth management and financial planning firm based in Paramus, New Jersey. Founded in 1986, the firm emphasizes fiduciary duty and independence, working to design customized financial plans that are aligned with each client’s goals and values while avoiding proprietary product sales. The practice offers both ongoing wealth management and comprehensive financial planning, as well as hourly advice on topics such as investments, retirement, estate planning, taxes, cash flow, wealth transfer, and insurance, with an emphasis on clear communication and transparency. Its services are aimed at individuals and small businesses seeking structured guidance on wealth protection, growth, and succession planning, including retirement and succession strategies for business owners.

Sign up for free to view info

Company overview Employee directory