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| THE WATERFORD COMPANIES Waterford Investor Services, Inc. (member: FINRA : SIPC) & Waterford Financial, Inc. (Since 1990) |
Welcome to our website |
We at the Waterford companies are pleased to welcome you. Whether you are a current client, a prospective client, or a broker checking us out for career possibilities. The Waterford philosophy is simple. We specialize in two things, Results and Service. We have no proprietary products. We do not have any of our own mutual funds, tax shelters, annuities or insurance products. We shop the universe of available products and companies to find those that we feel will most help you to achieve your goals dreams and aspirations.  Whether your goal is to accumulate wealth for retirement, that vacation home, yacht or children's education. We offer you the personal service we all desire. If your goal is to pay less tax on your earnings, or make sure you are taking the most advantage of tax advantaged financial programs available, we will be glad to share some ideas with you. If you want to provide a retirement plan for your employees, or other employee benefits, we can help. We will work with you to present, what we feel, are the best pension plans available to businesses today. If you are a licensed broker, or financial planner, we treat you like a client. You are very important to us and we will help you and your clients grow with us. (Please see page 4) Our brokers are not only Registered Representatives with us but a high percentage are also owners of the company. Incorporated in the state of Florida, in 1990, Waterford Financial has been serving clients throughout the United States and Canada for over ten years. And with the formation of Waterford Investor Services, in 1998, a member of the National Association of Securities Dealers, and Securities Investor Protection Corporation, our very qualified staff of registered representatives, insurance agents, and administrative personnel are eager to be of service to you in any way possible. Our back office support begins at our home office, located at 1201 S. Highland Ave. #2, in Clearwater, on the beautiful gulf coast of Florida. It extends not only through the many fine Mutual Fund companies we represent, but also, through the dozens of Insurance companies which we have represented for years. Our back office support also extends to the seat of the New York Stock Exchange member firm of Sterme Agee Clearing Corp. ( www.salclearing.com ), with over 100 years of experience, provides us with the technical support and execution services of a huge financial conglomerate, while you get to deal with a local office, owned and managed locally, just like your CPA or Attorneys office. Please, sit down with our local representative. If you don't have a Waterford representative, call our home office at 800-886-0101, in Clearwater, and we will put the closest rep. in touch with you. Come to the Waterford Companies, and let us grow together. |
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Waterford Financial, Inc. 1201 S. Highland Ave #2 Clearwater, Fl. 33756 Phone: 727-441-1616 1-800-886-0101 Fax: 727-461-3610 Web Hosting
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