Verified recordFinancial Services

Ryan Oates

Managing Partner at Water Street Financial

Based in Winchester, United States

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Seniority

C-Team

Department

General Business & Management

Location

Winchester

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

r•••••••@waterstreetfinancial.com

Phone

5 credits

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Background

About Ryan Oates

What if you could become a millionaire quicker than you ever imagined? You've tried contributing to your 401k plan. Its a slow grind, or so it feels. But you continue to do it, well, because you should. But what are you missing? Your missing a personal Financial Coach to help you fill in the gaps! Good news! We have the answer! Quick Story. Alison and John were making well over 6 figures a year. They were contributing money to their company retirement plans. They were trying to watch what they were spending. They owned a home. They were saving money for their two kids college educations. But still felt like they were walking up an escalator going down. We started working together in late 2021 and they began following my step by step advice towards Financial Freedom. By early 2024, they had saved an additional 250k in a taxable investment account, have zero credit card debt and are on track to retire at 60 and do all the things they want to in their 3rd stage of life! They are now living the life they had dreamed of and all it took was someone to hold them accountable and hold their hands through making better financial decisions. Are you ready to live the life of your dreams? My Financial Coaching system works like this- 30 minute data intake call - 30 minute Financial Plan online meeting - Custom, step by step, Financial Action plan - Annual plan review and progress check-in - As needed advice throughout the year for any financial decisions you are pondering Its as simple as that! Ready to reboot your Financial Life? 90 days from now, you could have a completely new outlook on your life and have a real plan moving forward. Just send me an email below with the Subject: Financial Coaching Intro, and I will schedule a call or online meeting with you to determine if we are a good fit for each other! ryan@waterstreetfinancial.com

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