Jeff is highly knowledgeable in this field. He offers 2nd opinion of your current investments and gives you the best options he has for you. Highly recommend doing a consultation with him!
March 2024
We are new to Jeff and his company and so far, we are pleased with his service and advice! He is easy to work with, available to answer questions and very communicative - all the things you look for in a financial advisor.
March 2024
Jeff at Water Street is great! He’s easy to work with, down to Earth, and very knowledgeable.
Water Street Wealth Management is a fee-only Registered Investment Advisor headquartered in Tampa, Florida. We specialize in a client-centric approach to investment management and financial planning for busy professionals and retirees.
We help clients prepare for the unknown while meeting their financial goals. We help with things like: Financial Planning, Insurance Coverage, Investment Strategies, Retirement Planning, Education Funding, Estate Planning and more.
