Waterside Financial Group, Llc logo
VerifiedFinancial Services· Founded 2010

Waterside Financial Group, Llc

Stuart Birkel and Tom Raddatz with Waterside Financial Group, LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. View their individual profiles here: Stuart Birkel and Tom Raddatz are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Stuart Birkel and Tom Raddatz are also Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. Waterside Drive, STE 1500 Norfolk, VA 23510 (757)628-1810. Stuart Birkel and Tom Raddatz are not licensed in all jurisdictions. Stuart's insurance license number: AR: 2366129 CA: 0M27172 Tom's CA insurance license number is 0M86712. Tom Raddatz is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Waterside Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

7-day free trial · no credit card

HeadquartersNorfolk, United StatesEmployees5(1 to 10)Annual revenue$1M to <$10MFounded year2010Websitewatersidefinancialgroup.comLinkedIn profileLinkedIn

Verified contacts

4

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

—

no listings

Distinct roles

3

indexed titles

Tech stack

0

tools in use

Monthly traffic

—

organic / mo

Sign up free to see all 4 verified contacts at Waterside Financial Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

4 contacts with verified email or phone · masked until revealed.

Sign up free →

Showing 2 of 4 verified contacts

Top roles at Waterside Financial Group, Llc

3 distinct titles indexed · top 3 shown.

  • 2principal
  • 1licensed customer service representative
  • 1lsa

Sign up to unlock all 4 contacts at Waterside Financial Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 4 verified contacts at Waterside Financial Group, Llc

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Waterside Financial Group, Llc | Kipplo Discover