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October 2024 by Dave Asman
We highly recommend Watermark Financial Services. We have been with Brandon for over 10 years and he has guided us through tax returns and financial advice to creating our retirement portfolio. He is there whenever we need advice and he also contacts us periodically to go over our investments. Brandon is easy to talk with and explains in a way that we can understand. Brandon and his staff are top notch! We appreciate all he has done for us and now our family.
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August 2024 by Jacqueline Sturm
Brandon and Cameron Butler are fantastic. They both went over all our financial needs and were able to help us. My husband and I would definitely recommend them. Give Watermark Financial a try you won’t regret it!
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August 2024 by Joseph Talamanco
Brandon has been my Financial Advisor for over 30 years. The attention he gives my portfolio is nothing short of fantastic. He has always looked out for my financial health. With his son, Cameron, joining the firm it can only get better. My wife and I highly recommend Watermark Financial Services headed up by Brandon Butler and the rest of his team
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August 2024 by Cynthia Nesgoda
My husband and I have worked with Brandon for over 20 years. The expertise and attention to detail with which he handles our financial affairs is top notch. He understands our financial needs and goals and gives us advice explaining details that we can understand. We are 100% confident in Brandon, his professional abilities and the entire team at Watermark.
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August 2024 by Chris Volkman
They have been helping us with our investments and financial planning for over 20 years and always provide sound advice with research to back it up.
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July 2024 by Julie Osmus
Brandon and Cameron are very knowledgeable and beyond helpful. I highly recommend both of them.
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February 2020 by Eric Heuvelman
Just a Rad place to get your taxes done! Quick easy and Brandon Rules.
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September 2019 by Anonymous
I have been going to Watermark for over 15 years. I appreciate the fact that Watermark is a one stop shop, from personal money management and taxes and to general financial related questions (home buying, HSA, 529 Plan, etc.) Brandon has been extremely helpful over the years and I highly recommend him to anyone with personal finance related inquiries!
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June 2019 by Douglas Laatsch
Brandon always is a pleasure to talk to. Even if I'm just bouncing ideas off him on the fly he takes time and happily helps us out. Very professional and highly recommend.
