Watermark Financial Services Inc
Hours:
2555 E Calumet St, Appleton WI 54915 Hours
About Watermark Financial Services Inc
Watermark Financial Services Inc. is a fee-based financial planning firm that specializes in developing retirement strategies, tax preparation, and estate planning. The team, led by Brandon Butler and his son Cameron, receives high praise from clients for their attentive and personalized service. Many clients have been with the firm for years, appreciating Brandon’s ability to explain complex financial topics in an easily understandable way. Reviews highlight the team's proactive approach, with regular check-ins to discuss investments and financial needs. Clients express strong satisfaction with the support received, stating they feel secure and well-guided in their financial journeys. Watermark is highly recommended for anyone seeking reliable financial advice and planning services.
Most Recent Reviews
August 2024
Brandon and Cameron Butler are fantastic. They both went over all our financial needs and were able to help us. My husband and I would definitely recommend them. Give Watermark Financial a try you won’t regret it!
August 2024
They have been helping us with our investments and financial planning for over 20 years and always provide sound advice with research to back it up.
July 2024
Brandon and Cameron are very knowledgeable and beyond helpful. I highly recommend both of them.
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