Watermark Financial Services Inc, located in Appleton, WI, stands out as a fee-based financial planning firm dedicated to guiding individuals towards robust retirement strategies. Beyond our expertise in financial planning, we extend our services to encompass tax preparation and estate planning solutions, catering to a holistic approach to financial well-being.
Through our affiliation with Registered Representatives of Cambridge Investment Research, Inc., a distinguished broker-dealer under FINRA/SIPC, we offer securities services. As a Registered Investment Adviser, Watermark delivers advisory services independently. It's important to note that while Watermark and Cambridge operate in tandem, they maintain distinct entities. Reviews on this platform, while insightful, may not necessarily reflect the experiences of all clients. The perspectives shared here are voluntary and not incentivized, serving as a genuine reflection of individual encounters rather than a definitive forecast of future outcomes.
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