Waterford Investor Services Inc. is a full-service broker dealer with extensive product offerings in support of
Independent Financial Consultants.
Waterford is headquartered in Clearwater, Florida but has a nationwide presence with offices throughout the country. We offer investment solutions for both retail and institutional clients with a full range of insurance and securities products.
Our dedicated staff can help individual clients and independent financial consultants with solutions for:
- Wealth Building and Wealth Transfer
- College Savings
- Retirement Decisions
- Insurance
Waterford Investor Services is proud to offer
Institutional Services through an alliance with Community Bankers Securities. Their institutional department gives the benefit of true institutional treatment and pricing from an experienced institutional professional at a service oriented desk for:
- Agencies
- Corporate Bonds
- Treasuries
- Bank Qualified Municipals
- SBA Pools
Our trades are cleared and customer accounts are held at
RBC Correspondent Services, a division of RBC Capital Markets Corporation, one of the largest brokerage and investment banking firms in the country. RBC CS is truly a retail driven firm, focused on the needs of the full-service investment professional.
Waterford is also a Registered Investment Advisory firm and has a diverse selection of money management options for your clients.
