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VerifiedFinancial Services· Founded 2005

Waterstone Financial Services

Do you need help to make calmer, more confident financial decisions? Would you like help sorting through your investment options? Have you moved past the common-sense solutions but don’t know how to take your investments to the next level? Has your life or financial situation become more complex, requiring changes in your investments? Would you like to have a more successful and satisfying relationship with money? Do you want a responsive professional who answers your questions, respects your time, and works hard to help you meet your goals? Then reach out to myself, Kathy Roth, or Josh DeJohn to see how we can help you. Just visit to connect with us.

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HeadquartersPittsford, United StatesEmployees2(1 to 10)Annual revenue$1M to <$10MFounded year2005Websitewaterstonefinancialservices.comLinkedIn profileLinkedIn

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organic / mo

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Top roles at Waterstone Financial Services

1 distinct titles indexed · top 1 shown.

  • 1financial advisor

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