At Waterstone Financial Service our goal for our clients is to have vision and clarity for their lives, be responsible and comfortable with their money, to make confident decisions without regret. We add two distinct programs to our core competencies as Certified Financial Planners® and a Certified Financial Transitionist®
Our client program is Smart Family. We help our clients consciously build healthy, intentional relationships with money within their families. This work is found on www.WaterstoneFinancialServices.com
Our community program is Moving Forward for widows, a widows mentoring widows community with the goal of building a Modern Widows Club chapter in Rochester. This work is found on MovingForward.pro as in proactive! progress!
Waterstone Financial Services, Financial Guidance for Independent Women.