Joseph Waters Jr., Cfp®

Joseph Waters Jr., Cfp® Email and Phone Number

Financial Advisor @ Savant Wealth Management
Stoneham, MA, US
Joseph Waters Jr., Cfp®'s Location
Stoneham, Massachusetts, United States, United States
Joseph Waters Jr., Cfp®'s Contact Details

Joseph Waters Jr., Cfp® work email

Joseph Waters Jr., Cfp® personal email

Joseph Waters Jr., Cfp® phone numbers

About Joseph Waters Jr., Cfp®

For the past 20 years I have been working closely with affluent individuals and families by coordinating and managing all aspects of their wealth, retirement and financial security. My clients are primarily attentive, knowledgeable and engaged in their financial well being. My team and I create highly personalized solutions utilizing expert financial advice and experienced investment management. We work as a team to build lifetime relationships with our clients by simplifying, organizing and instilling confidence in their often complex financial lives. We also act as the financial coordinator for our clients by collaborating with their other trusted advisors. We pride ourselves in operating as a fiduciary and always acting in the best interest of our clients. When I am not working, I enjoy travelling around the world with my wife, golfing with friends, playing poker, watching movies, and trying new restaurants. The best way to contact me, make an introduction, or ask about our services is by email: jwaters@heritagefinancial.net

Joseph Waters Jr., Cfp®'s Current Company Details
Savant Wealth Management

Savant Wealth Management

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Financial Advisor
Stoneham, MA, US
Website:
savantwealth.com
Employees:
488
Joseph Waters Jr., Cfp® Work Experience Details
  • Savant Wealth Management
    Financial Advisor
    Savant Wealth Management
    Stoneham, Ma, Us
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  • Heritage Financial Services, Llc
    Wealth Advisor
    Heritage Financial Services, Llc Mar 2013 - Present
    Stoneham, Ma
    Fee based comprehensive financial planning & investment advisory firm located in the Greater Boston Area. Heritage acts as the financial quarterback of our clients' financial plans by helping clients with customized wealth management services that include money management, asset protection, and estate & tax planning. Specialties: Cash Flow Planning and Analysis, Designing customized portfolios to meet clients objectives, Multi-Generational Financial Plans, Charitable Giving Strategies, Creative Solutions to Complex Investment and Tax Challenges, 401(k) rollover planning, and Life event planning.Our success is measured not only by achievements, but in lives touched, moments shared, and lessons learned along the way!
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  • Winchester Financial Group, Inc.
    Client Services Consultant
    Winchester Financial Group, Inc. Apr 2008 - Mar 2013
    Stoneham, Ma
    I worked with high net worth clients in every step of the account cycle including establishing new accounts, servicing existing accounts, and preparing for review meetings.
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  • Investors Marketing
    National Account Executive
    Investors Marketing Jun 2007 - Nov 2007
    National Marketing Organization for annuity and insurance products. Reviewed client cases with agents, prepared client presentations, and provided suitable solutions.
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  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jan 2003 - Jan 2007
    I built my practice from the ground up through extensive networking, prospecting and gathering centers of influence. I led clients through a sales cycle, which involved scheduling appointments over the phone, fact-finding for goals and objectives, creating personalized needs solutions, and presentation of the solutions. I scheduled medical exams, tracked APS statements, and assembled policy delivery packets for clients.I worked closely with clients to develop customized solutions to meet their long-term financial goals and objectives. I developed enduring relationships with clients based on trust, honesty, and quality products.Implemented, managed, and recruited for Northwestern's national internship program in local agency offices.
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Joseph Waters Jr., Cfp® Skills

Retirement Estate Planning Retirement Planning Asset Allocation Financial Advisory Strategic Financial Planning Investment Properties Fixed Annuities Wealth Management Investment Strategies Investments Investment Advisory Financial Planning First Time Home Buyers Series 7 Mutual Funds Disability Insurance Financial Planners Financial Goals Portfolio Management Wealth Preservation Planning Iras Comprehensive Financial Planning Certified Financial Planner Wealth Management Services

Joseph Waters Jr., Cfp® Education Details

Frequently Asked Questions about Joseph Waters Jr., Cfp®

What company does Joseph Waters Jr., Cfp® work for?

Joseph Waters Jr., Cfp® works for Savant Wealth Management

What is Joseph Waters Jr., Cfp®'s role at the current company?

Joseph Waters Jr., Cfp®'s current role is Financial Advisor.

What is Joseph Waters Jr., Cfp®'s email address?

Joseph Waters Jr., Cfp®'s email address is bu****@****ail.com

What is Joseph Waters Jr., Cfp®'s direct phone number?

Joseph Waters Jr., Cfp®'s direct phone number is +178125*****

What schools did Joseph Waters Jr., Cfp® attend?

Joseph Waters Jr., Cfp® attended Bentley College - Elkin B. Mccallum Graduate School Of Business, Bentley University, Malden Catholic.

What are some of Joseph Waters Jr., Cfp®'s interests?

Joseph Waters Jr., Cfp® has interest in Culture, Personal Finance, Racquetball, Food And Dining, Golf, Travel, History.

What skills is Joseph Waters Jr., Cfp® known for?

Joseph Waters Jr., Cfp® has skills like Retirement, Estate Planning, Retirement Planning, Asset Allocation, Financial Advisory, Strategic Financial Planning, Investment Properties, Fixed Annuities, Wealth Management, Investment Strategies, Investments, Investment Advisory.

Who are Joseph Waters Jr., Cfp®'s colleagues?

Joseph Waters Jr., Cfp®'s colleagues are Drake Grindle, Cpa, Cfp®, Cepa, Laura Taylor, Jacob Danowski Cfp® Cepa, Preston Lees, Carson Goff, Jarid F Funderburg Mba, Jacqueline Keener, Cpa.

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