Waters Financial Planning

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1312 Powder River Trl, Southlake, Texas,...

Revenue

<$5 Million

Industry

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

About Waters Financial Planning

Waters Financial Planning specializes in providing tailored wealth management services to clients at various stages of life. Their offerings include investment services, retirement planning, estate planning, insurance, and tax strategies. The firm is dedicated to understanding individual client needs and crafting personalized financial plans to help achieve their goals. With a focus on ethics and integrity, they prioritize the well-being of their clients and their families.Explore more
Popular SearchesWaters Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Waters Financial Planning Org Chart

PhoneEmail
Jana Waters, Founder & President at Waters Financial Planning
United States flag for contact location.

Founder & President

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Compare Similar Companies to Waters Financial Planning

Compare insights from companies similar to Waters Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waters Financial Planning

<$5M
1-10
Private
-
-
Jana Waters, Founder & President at Waters Financial Planning
Jana WatersFounder & President
<$5M
11-50
Private
-
2001
CU
Cher UlrichFront Desk Receptionist
<$5M
1-10
Private
-
2009
JM
Judy MinniumFinancial Advising Assistant
<$5M
1-10
Private
-
2005
TN
Thomas NowakFounder & Principal
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2005
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Waters Financial Planning Tech Stack

A closer look at the technologies used by Waters Financial Planning

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Frequently Asked Questions Regarding Waters Financial Planning

What is Waters Financial Planning's official website?
Waters Financial Planning's official website is www.watersfinancialplanning.com
What is Waters Financial Planning's Revenue?
Waters Financial Planning's revenue is <$5 Million
What is Waters Financial Planning's SIC code?
Waters Financial Planning's SIC: 62,628
What is Waters Financial Planning's NAICS code?
Waters Financial Planning's NAICS: 52,523
How many employees does Waters Financial Planning have?
Waters Financial Planning has 1-10 employees
What industry does Waters Financial Planning belong to?
Waters Financial Planning is in the industry of: Finance, Securities Trading
What is Waters Financial Planning competition?
Waters Financial Planning top competitors include: Highsmith Financial Planning, Clintsman Financial Planning, Concierge Financial Planning, Vermont Pure Financial
What technology does Waters Financial Planning use?
Some of the popular technologies that Waters Financial Planning uses are: Amazon Web Hosting
What does Waters Financial Planning do?

Waters Financial Planning specializes in providing tailored wealth management services to clients at various stages of life. Their offerings include investment services, retirement planning, estate planning, insurance, and tax strategies. The firm is dedicated to understanding individual client needs and crafting personalized financial plans to hel... p achieve their goals. With a focus on ethics and integrity, they prioritize the well-being of their clients and their families.Read More

Is Waters Financial Planning a public company?
Waters Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Waters Financial Planning

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