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March 2024 by pradnya kulkarni
Jeff is highly knowledgeable in this field. He offers 2nd opinion of your current investments and gives you the best options he has for you. Highly recommend doing a consultation with him!
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March 2024 by Leslie Lambert
We are new to Jeff and his company and so far, we are pleased with his service and advice! He is easy to work with, available to answer questions and very communicative - all the things you look for in a financial advisor.
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March 2024 by Jake Alexander
Jeff at Water Street is great! He’s easy to work with, down to Earth, and very knowledgeable.
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December 2023 by Matt Cannizzo
Jeff spent time with us to understand the type of help we were looking for. He was thoughtful, kind, and generous with his time!
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July 2023 by Sammy Elias
Water Street Wealth Management has been a huge help! Jeff always answers any questions I have and continues to educate me on my finances. My account is doing great and I always recommend him to anyone who is interest in growing their finances.
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July 2023 by Beth Blanc
I would like to say that I have gone through a few planners, but then I met up with You Jeff and Water street .I feel like I have finally found a true ethical planner/ person who is so dedicated and responsible and grateful for his clients and one who does his very best to make sure your portfolio is a success!Thanks Jeff so happy we met.Beth Greg
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July 2023 by Gene Swiger
From the first phone call " jeff" was very personable and helpful. As our dealings with him continued he was always very business like.
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July 2023 by Hannah Guest
We are so thankful to have found Jeff and his team at Water Street Wealth Management. As a fiduciary advisor he operates at a higher ethical level and we are confident he prioritizes what’s in our best interest. He’s been extremely accommodating, responsive, and seamlessly helps us make the smartest financial decisions based on our individual circumstances. I would recommend to anyone looking for a financial advisor, investment strategist, etc.
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July 2023 by Dylan Price
Jeff was extremely knowledgeable, punctual, and easy to work with.He takes your personal finance goals to heart and did a tremendous job answering all of my questions in a quick and efficient manner. I would highly recommend his services
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November 2022 by Sally Hoynacki
From the moment we met Jeff we felt at ease because of his confidence and competence. He is dedicated to helping us reach our financial goals.
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September 2022 by Steven Folsom
Jeff is a talented and pragmatic financial advisor. He is methodical in his data collection, asks the right questions, and provides sound alternatives to secure and build wealth according to your needs, not his wants.
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September 2022 by Bruce Carter
I met Jeff through circumstance, because he was handling some family money that I needed to become involved with. Pleasantly surprised he was conservatively looking after the family money, in a caring, professional manner - always having their best interest in mind. I was so impressed that I ended up moving my money over to Jeff. I think the highest compliment you can express about your Financial Advisor is, I could trust him to protect and build my parents money.Jeff is thorough, knowledgeable, reachable and explanative. He has set financial goals and achieved those goals; and now he is helping us ease into retirement and protecting those assets. But I think one of his strengths is, he also minimizes the negative in a down market, where it may be difficult to find growth or profit.He has certainly done well by our family. I would recommend Jeff to anyone.
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September 2022 by Karen Roeding
I have been working with Jeff for longer then I can remember. Thoughtout the years, he has been so attentive and had excellent informative proffessional guidance for all my goals and plans. He is always available and directs you in the most profitable positions according to your comfort level. There will always be ups and downs in the market, but if you are thinking it is time to find a someone you can trust and finally decide you need to start planing your future I would give him a call. I have recommend him to my friends and they have thanked me also!
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September 2022 by Harold Arthur
People that reward you should also be rewarded.I have been working with Jeff Schlotterbeck since 2005. It has been both educational and a monetary positive experience in the market.Jeff is very organized, very market savvy and yet tries to guide you in a manner to conserve capital or will take risks according to your tolerance level. His availability with new ideas are usually associated with current national and international events that move markets. Thank you Jeff for your expertise!
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September 2022 by Jennifer Doyle
Jeff is absolutely amazing to work with. He always explains things so I understand them and gives the pros and cons of any investment. He is constantly communicating and keeping his clients up to date on changes in the world that could affect the market and your investments.
