Watermark Financial Services Inc
Hours:
2555 East Calumet Street, 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
September 2026
I have used Watermark Financial over 30 years. I have always felt secure in thier recommendations for my financial future. They have the heart of a teacher, teaching me about where and why my investments are placed. This gives me peace of mind.
July 2026
Brandon and Cameron are very professional. I’ve been going to them for years. Very helpful with my finances.
July 2026
I wouldn't put my retirement dollars in the hands of anyone else! I feel respected and watched over!!! These guys are the best. Plus, I've consistently made money! Thanks to Brandon and Cameron.
More Comments(50)
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