Company Overview
About WaterStone Financial Partners
About WaterStone Financial Partners
WaterStone Financial Partners was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our Commitment
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our Principle
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.
Reliable Financial Solutions
Our financial strategies are designed to help you reach your goals and secure your future.
Personalized Financial Guidance
Tailored financial solutions to meet your unique needs and help you achieve financial success.
Customized Financial Plans
Contact us for help with your finances.
Testimonials
What people say about WaterStone Financial Partners
Charles made our retirement planning so much easier. They took the time to understand our goals and created a plan that gives us confidence for the future. We’re truly grateful for their expert guidance and support!
Waterstone has become like family to us. Their genuine care and trustworthiness make us feel confident that our future is in the best hands.
Estate planning was so simple and stress-free with Waterstone. They explained everything clearly and guided us through each step. Their helpful approach gave us peace of mind, knowing our estate is in good hands.
With WaterStone, estate planning was easier than we ever imagined. They broke down complex concepts into simple steps, giving us the confidence that everything is taken care of.
WaterStone Financial Partners treated us like family throughout the entire process. Their personal touch and genuine care made all the difference in our retirement planning journey.
Thanks to Charles, we feel fully prepared for the future. Their thoughtful, clear advice turned what could have been a daunting task into a straightforward, manageable plan.
About NEA
National Ethics Association
Since 2001, the National Ethics Association (NEA) has helped business professionals build their businesses on a foundation of trust, ethics, and best practices. The Association is committed to helping businesses serve their customers with knowledge and integrity by providing educational resources and content that encourage and promote ethics in business and beyond. NEA is also devoted to aiding consumers in the increasingly complex task of conducting due diligence on business professionals. This results in greater peace of mind for skeptical consumers and also rewards those worthy of their trust.About NAIFA
National Association of Financial Advisors
Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is the oldest, largest, and most prestigious association representing the interests of insurance professionals from every Congressional district in the United States. Our mission — to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members — is the reason NAIFA has consistently and resoundingly stood up for agents and called upon members to grow their knowledge while following the highest ethical standards in the industry.
About NAFA
National Association for Fixed Annuities
NAFA, the National Association for Fixed Annuities, is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry about the benefits of fixed annuities.NAIFA Members are:
- Insurance agents
- Financial Advisors
- Multiline Agents
- Health Insurance and Employee Benefits Specialists
- Both Captive and Independent Advisors
- New to the Business, Industry Leaders and Everyone in Between.
Vision Statement
The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.
Mission Statement
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
Affiliated Associations
NAIFA’s mission is advanced in part through ongoing partnerships with the following organizations:
- American Council of Life Insurers (ACLI)
- Association for Advanced Life Underwriting (AALU)
- GAMA International
- Life Happens (formerly The Life and Health Insurance Foundation for Education)
- LIMRA International
- Million Dollar Round Table (MDRT)
- National African American Insurance Association (NAAIA)
- National Association of Independenet Life Brokerage Agencies (NAILBA)
- Society of Financial Service Professionals (SFP)
- Women in Insurance and Financial Services (WIFS)
About IALC
Indexed Annuity Leadership Council
The Indexed Annuity Leadership Council (IALC) was formed in 2011 with a commitment to providing complete and factual information about the use of indexed annuities as a part of any balanced financial plan. We are a consortium of five life insurance organizations.
IALC Mission
Our mission is to help educate consumers, the media, regulators, and industry professionals about the benefits of fixed indexed annuities. Namely, these products provide a source of guaranteed income, principal protection, and interest rate stability in retirement, as well as balance to any long-term financial plan.
Testimonials
What people say about Waterstone Financial Partners
Thanks to Charles, we feel fully prepared for the future. Their thoughtful, clear advice turned what could have been a daunting task into a straightforward, manageable plan.
WaterStone Financial Partners treated us like family throughout the entire process. Their personal touch and genuine care made all the difference in our retirement planning journey.
With WaterStone, estate planning was easier than we ever imagined. They broke down complex concepts into simple steps, giving us the confidence that everything is taken care of.
Estate planning was so simple and stress-free with Waterstone. They explained everything clearly and guided us through each step. Their helpful approach gave us peace of mind, knowing our estate is in good hands.
Waterstone has become like family to us. Their genuine care and trustworthiness make us feel confident that our future is in the best hands.
Charles made our retirement planning so much easier. They took the time to understand our goals and created a plan that gives us confidence for the future. We’re truly grateful for their expert guidance and support!