Watermark Financial Services Inc
Hours:
2555 E Calumet St, Appleton WI 54915 Hours
About Watermark Financial Services Inc
Watermark Financial Services Inc. is a fee-based financial planning firm that specializes in developing retirement strategies, tax preparation, and estate planning. The team, led by Brandon Butler and his son Cameron, receives high praise from clients for their attentive and personalized service. Many clients have been with the firm for years, appreciating Brandon’s ability to explain complex financial topics in an easily understandable way. Reviews highlight the team's proactive approach, with regular check-ins to discuss investments and financial needs. Clients express strong satisfaction with the support received, stating they feel secure and well-guided in their financial journeys. Watermark is highly recommended for anyone seeking reliable financial advice and planning services.
Most Recent Reviews
January 2026
Brandon and Cameron take the time to review our portfolio and carefully guide us through our investments. We have complete confidence in Watermark financial and their entire team!
December 2025
Very knowledgeable Very friendly! Looking forward to a long, happy retirement with their help.
November 2025
Financial Advisors, Brandon and Cameron, are wonderful at meeting our personal as well as previous business financial needs. They are very personable as well. We have worked with them for over 20 years and we highly recommend them!
More Comments(35)
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