Waterman And Associates Inc.

CONNECT

Address:

We are a Purpose Driven company with the call to keep alive:

                 • The visions of families

                 • The aspirations of small business owners

                 • The grace and independence of seniors

For us, it isn't just a job...it's a calling ­— a cause.


This is work that inspires greatness and changes the world. Together we have the power to help this diverse nation pursue peace in the home, community, state, nation and world.

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Phone:

Office: 503-524-6974 Fax: 503-922-0515

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 


  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck