Waterman Financial Services

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

3252 Mallard Cove Ln, Fort Wayne, Indian...

Phone Number

(260) 436-6588

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Waterman Financial Services

Waterman Financial Services, led by Lisa Waterman, is a financial planning firm based in Fort Wayne, Indiana, with over 30 years of experience. The company specializes in assisting women with various financial decisions, including retirement planning, investment strategies, and insurance needs. Their mission is to build long-term relationships through open communication, helping clients achieve their financial goals and dreams. Waterman Financial Services emphasizes trust, honesty, and integrity in their approach to financial guidance.Explore more
Waterman Financial Services's Social MediaPopular SearchesWaterman Financial Services LLCWaterman Financial Group LLCWaterman Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Waterman Financial Services Org Chart

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KS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waterman Financial Servic...

<$5M
1-10
Private
<$5M
2015
KS
Kirsten SchumanAdvisor's Assistant
<$5M
1-10
Private
-
1997
JP
James PetersGeneral Partner
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1998
KA
Kenneth AnnaloroFinancial Investment Planner & Advisor & Representative
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
1990
TC
Tina CarrOffice Manager
<$5M
1-10
Private
-
2019
TC
Travis CrugerInvestment Advisor & Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Waterman Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Waterman Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Waterman Financial Services.

Waterman Financial Services financials insights

Gather financial insights about Waterman Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$32K

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Waterman Financial Services Tech Stack

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Frequently Asked Questions Regarding Waterman Financial Services

What is Waterman Financial Services's official website?
Waterman Financial Services's official website is www.watermanfinancial.com
What is Waterman Financial Services's Revenue?
Waterman Financial Services's revenue is <$5 Million
What is Waterman Financial Services's SIC code?
Waterman Financial Services's SIC: 62,628
What is Waterman Financial Services's NAICS code?
Waterman Financial Services's NAICS: 52,523
How many employees does Waterman Financial Services have?
Waterman Financial Services has 1-10 employees
What industry does Waterman Financial Services belong to?
Waterman Financial Services is in the industry of: Finance, Securities Trading
What is Waterman Financial Services competition?
Waterman Financial Services top competitors include: Cruger Financial Services, Gregory-Matthew, Investment Management Associates, NCG Financial
What technology does Waterman Financial Services use?
Some of the popular technologies that Waterman Financial Services uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Google Tag Manager
How do I contact Waterman Financial Services?
Waterman Financial Services contact info: Phone number: (260) 436-6588 Website: www.watermanfinancial.com
What does Waterman Financial Services do?

Waterman Financial Services, led by Lisa Waterman, is a financial planning firm based in Fort Wayne, Indiana, with over 30 years of experience. The company specializes in assisting women with various financial decisions, including retirement planning, investment strategies, and insurance needs. Their mission is to build long-term relationships thro... ugh open communication, helping clients achieve their financial goals and dreams. Waterman Financial Services emphasizes trust, honesty, and integrity in their approach to financial guidance.Read More

What are Waterman Financial Services social media links?
Waterman Financial Services Facebook page
Is Waterman Financial Services a public company?
Waterman Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Waterman Financial Services

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