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Reviews for Watermark Financial Services Inc

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  • October 2024

    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.

  • August 2024

    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!

  • August 2024

    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

  • Watermark Financial Services Inc

    2555 E Calumet St, Appleton

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