Waterstone Financial Services

Finance · Utah, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

3125 E Kennedy Dr Apt 301, Salt Lake Cit...

Phone Number

(877) 586-5640

Revenue

<$5 Million

Industry

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

About Waterstone Financial Services

Waterstone Financial Services offers comprehensive financial advisory services, including financial planning, investment management, retirement planning, longevity planning, and widow financial services. They aim to help clients organize and manage their financial resources to achieve their personal and professional goals. The firm serves clients in Pittsford, Fairport, Perinton, Penfield, Webster, and Rochester, NY, providing tailored solutions for complex financial situations. Their services are designed for individuals seeking to make informed financial decisions and navigate changes in their financial landscape.Explore more
Waterstone Financial Services's Social MediaPopular SearchesWaterstone Financial ServicesWaterston Investment Management IncSIC Code 62,628NAICS Code 52,523Show more

Waterstone Financial Services Org Chart

PhoneEmail
AB
United States flag for contact location.

Director, Relationship

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
JD
United States flag for contact location.

Partner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Waterstone Financial Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Waterstone Financial Services

Compare insights from companies similar to Waterstone Financial Services, 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

Waterstone Financial Serv...

<$5M
1-10
Private
-
1994
AB
Andrew BarnettDirector, Relationship
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Waterstone Financial Services Tech Stack

A closer look at the technologies used by Waterstone Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Waterstone Financial Services

What is Waterstone Financial Services's official website?
Waterstone Financial Services's official website is www.waterstonefinancialservices.com
What is Waterstone Financial Services's Revenue?
Waterstone Financial Services's revenue is <$5 Million
What is Waterstone Financial Services's SIC code?
Waterstone Financial Services's SIC: 62,628
What is Waterstone Financial Services's NAICS code?
Waterstone Financial Services's NAICS: 52,523
How many employees does Waterstone Financial Services have?
Waterstone Financial Services has 1-10 employees
What industry does Waterstone Financial Services belong to?
Waterstone Financial Services is in the industry of: Finance, Securities Trading
What is Waterstone Financial Services competition?
Waterstone Financial Services top competitors include: Wealth Advisory Services, Sterling Total Wealth Solutions, Eppolito Financial Strategies, Lawrence Russell
What technology does Waterstone Financial Services use?
Some of the popular technologies that Waterstone Financial Services uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Waterstone Financial Services?
Waterstone Financial Services contact info: Phone number: (877) 586-5640 Website: www.waterstonefinancialservices.com
What does Waterstone Financial Services do?

Waterstone Financial Services offers comprehensive financial advisory services, including financial planning, investment management, retirement planning, longevity planning, and widow financial services. They aim to help clients organize and manage their financial resources to achieve their personal and professional goals. The firm serves clients i... n Pittsford, Fairport, Perinton, Penfield, Webster, and Rochester, NY, providing tailored solutions for complex financial situations. Their services are designed for individuals seeking to make informed financial decisions and navigate changes in their financial landscape.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.