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Home > Financial Services > Stock Brokers > Waterford Investor Services, Inc.
Waterford Investor Services, Inc.
Waterford Investor Services, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Incorporated in the state of Florida, in 1990, Waterford Financial has been serving clients throughout the United States and Canada for over ten years. And with the formation of Waterford Investor Services, in 1998, and Securities Investor Protection Corporation, their very qualified staff of registered representatives, insurance agents, and administrative personnel are eager to be of service to you in any way possible. If your goal is to pay less tax on your earnings, or make sure you are taking the most advantage of tax advantaged financial programs available, they will be glad to share some ideas with you. If you want to provide a retirement plan for your employees, or other employee benefits, they can help. They will work with you to present, what they feel, are the best pension plans available to businesses today.
The company strives to bring to you the best of the investment universe. Their Due Diligence dept. is constantly searching for, and reviewing money managers with the express goal of bringing you the best opportunities available to achieve your long-range goals. Investment results of securities, such as stocks, bonds, mutual funds, and variable annuities are not guaranteed against market risk. With the opportunity for more appreciation also comes the possibility of loss. They can help sort through the myriad of confusing information that is available today. The company specializes in all forms of Life and Disability insurance plus has a complete portfolio of Annuity products available for its clients. Your life and disability insurance should be an intricate piece of the financial planning process. Life and disability insurance can provide guaranteed dollars to your family when they need them most.
The Waterford philosophy is simple. They specialize in two things, Results and Service. They have no proprietary products. They do not have any of their own mutual funds, tax shelters, annuities or insurance products. They shop the universe of available products and companies to find those that they feel will most help you to achieve your goals dreams and aspirations.
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