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Welcome to Watters Financial Services |
Watters Financial Services, LLC is an independent financial advisory firm and does not represent any single investment firm, bank or trust company. The firm was founded in 1986. For 23 years, our mission has been to provide clients with superior service and financial peace of mind. Watters Financial Services, LLC is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) firm. Timothy J. Watters is a Certified Financial Planner (CFP) since 1989 and is the principal of the firm. As a Fiduciary, Mr. Watters and the firm must act in the best interest of the client in all investment and planning decisions. We provide financial planning services on an hourly consulting basis. We manage investments on a non-discretionary basis which means we do not take attorney control or possession of our clients’ assets. As an RIA and Fiduciary we are required to provide all potential clients with an ADV Part II and Schedule F report. This information provides full disclosure and transparency regarding violations, conflicts of interest and methods of payment. Stockbrokers, insurance agents and broker dealers are not necessarily fiduciaries. Their recommendations are not objective or unbiased. Their knowledge is limited to their products and services. In addition, they are not required to disclose the sources of their compensation. If you are interested, please call to schedule an appointment. We will describe our services and philosophy and you can explain your objectives and concerns. We look forward to hearing from you. You can reach us at 201-843-0044 or send an email to us at twatters@wattersfinancial.com or write to us at 16 Arcadian Avenue, Paramus, NJ 07652. |
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Investment Advisory Services offered through Timothy Watters, CFP®, a Registered Investment Adviser |
Watters Financial Services,
LLC