Watermark Wealth Strategies has been a game-changer for me! Their team is highly professional and proactive in providing personalized financial solutions. They used their expertise to analyze my financial situation and provided me with a comprehensive plan to achieve my goals. Their attention to detail and commitment to client satisfaction is truly commendable. I can't thank them enough for helping me secure my financial future. 💯👍
I've been a customer of Watermark Wealth Strategies for a couple of years and I have nothing but positive experiences to share. The team is incredibly professional and their expert knowledge has helped me make informed financial decisions. I appreciate their personalized approach and the fact that they genuinely care about their clients' success. They have gone above and beyond to ensure my financial goals are met. I highly recommend Watermark Wealth Strategies to anyone seeking financial planning services.
I recently started working with Watermark Wealth Strategies and I am extremely impressed with their level of expertise and commitment to their clients. The team goes above and beyond to ensure that your financial goals are met. They have provided me with the guidance and support I needed to make informed decisions about my finances. I highly recommend their services for anyone in need of financial planning assistance.
Watermark Wealth Strategies is a top-notch financial planning firm. Their team has provided me with exceptional service, helping me navigate complex financial decisions with ease. They have a deep understanding of the market trends and their personalized approach has helped me reach my financial goals faster than I anticipated. I highly recommend their services to anyone looking for expert financial advice.
Watermark Wealth Strategies has exceeded my expectations in every way. Their team is highly knowledgeable and takes the time to understand your financial goals and concerns. Their personalized approach sets them apart from other financial planning firms. The recommendations they have provided have had a positive impact on my financial well-being. I am grateful to have found them and highly recommend their services.
The services provided by Watermark Wealth Strategies are truly exceptional! Their team is knowledgeable, professional, and dedicated to helping their clients achieve financial success. They take the time to understand your unique financial situation and provide customized solutions that work for you. I am extremely satisfied with their services and highly recommend them to anyone in need of sound financial advice.
I've had the pleasure of working with Watermark Wealth Strategies for many years now, and I have consistently been impressed with their level of service and expertise. They have a thorough understanding of the financial landscape and provide personalized solutions that align with their clients' goals. The team is highly professional, responsive, and trustworthy. I highly recommend Watermark Wealth Strategies for all of your financial planning needs.
Watermark Wealth Strategies has been my go-to financial planning firm for years now. Their team is professional, knowledgeable, and genuinely cares about their clients' financial success. They have helped me navigate through various stages of my life, providing sound advice and guidance along the way. I can't recommend them enough for their exceptional services and commitment to their clients' financial well-being.
I have been using the services of a financial planning company for a few years now, and Watermark Wealth Strategies is by far the best I have come across. They offer comprehensive services that cover all aspects of financial planning, and their team of experts is committed to providing the best possible solutions. What I appreciate the most about them is their dedication to understanding my unique financial goals and tailoring their advice to suit my needs. Watermark Wealth Strategies has helped me make sound financial decisions and I highly recommend them to anyone seeking professional financial planning services.
I've been a customer of Watermark Wealth Strategies for several years now and I couldn't be happier with their services. The team is highly professional and knowledgeable, and they always make me feel valued as a client. They take the time to listen to my financial goals and provide personalized advice that helps me make informed decisions. I appreciate their transparency and commitment to helping me achieve financial success. I highly recommend Watermark Wealth Strategies to anyone looking for reliable and trustworthy financial planning services.
Watermark Wealth Strategies has been instrumental in helping me achieve my financial goals. Their team of experts provided me with personalized financial advice that has proven to be invaluable. They go the extra mile to ensure their clients' satisfaction and success. The entire experience has been seamless, and I couldn't be happier with the results. I highly recommend Watermark Wealth Strategies for anyone looking for top-notch financial planning services. 👌
I have been working with a financial planning company for a while, and I recently switched to Watermark Wealth Strategies. The difference in service and expertise is remarkable. The team at Watermark Wealth Strategies is highly knowledgeable and experienced, and they truly care about their clients' financial well-being. They have helped me make educated investment decisions and their recommendations have paid off. I couldn't be happier with my decision to choose Watermark Wealth Strategies. Highly recommended!
I felt really mixed and dissapointed about the three meetings with the advisor I and a friend met with. He was a nice enough guy and I felt he was probably good at what he does, but he was difficult to communicate with, his attention to detail was lacking and he contradicted what he told us sometimes from one meeting to the next ( we had three meetings with him). I went with a friend who had twice as much money and even though both of our monies are significant, it became all about getting my friend to sign on and some of my questions were just ignored until the end of the third meeting where after my friend signed with him, he asked if I had any questions and I repeated the ones I'd been asking and he half heartedly answered my questions about costs to change accounts over to him and blamed me for the fact that he couldn't answer the tax questions (as my account numbers were blacked out). The interesting thing was, I had asked these questions after our first meeting and he said he'd have the answers ready the next meeting, but he didn't and instead the second time I asked said, well if you're interested going to come on board, your going to change anyway and why worry about the cost of getting off a sinking ship on to a more secure one (my investments have been keeping up with the market or done better, but they were higher risk than they should be for a down market). Then the third meeting he blamed me for his not answering the questions stating that I hadn't given him the account numbers so he couldn't answer the questions! He's had the paperwork for my accounts for the last month and three meetings, yet, he never once said to me, I need your account numbers or I need different paperwork to answer all your questions as what you've given me. He did however manage to create a whole presentation complete with forcast of earnings and deficits with what he had from me. When at the third meeting, I asked him about the withdrawal forecasts on the first meeting, as I was concerned with the small margin I had with the amount I could safely withdraw and still see my money grow as compared to withdrawing a larger amount where it would erode my investments, he told me those predictions didn't mean anything as so many things affected them (!). I was a bit confused and alot frustrated, at that point and asked him why he used them and showed them to us then if they weren't accurate and felt I didn't know which of the things that he'd told us, to believe. My friend didn't feel the need to know as many details and signed on with him.
Exceptional client care. Very knowledgeable team, they listened to my concerns and needs and took the time to explain all of my options and thoroughly answered my questions. The staff is always warm and welcoming, including their puppy Sasha. Highly recommend.
Our experience with Watermark has been extremely positive for over 3 years. They not only listened to our needs, they strategized an income stream as well as updated our wills and our living trusts. Our return last year was exceptional and it has made an easy transition into retirement. My wife and I highly recommend Watermark!
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