Carlie Richardson's Contact Details

Carlie Richardson's Company Details

Watermark Wealth Strategies - Chandler

Chandler, Arizona, United States • 4 Employees
Financial Services

480-464-9300 / 2151 E Pecos Rd. Suite #3 Chandler, AZ 85225http://www.watermarkwealthteam.com/At Watermark Wealth Strategies our main goal is to exceed client expectations at all times. We are committed to being an independent resource our clients can depend on, and we strive to provide the highest quality information, service and tools to help clients with their Retirement, Lifetime and Estate Planning.We help meet the objective by:•Taking time to know and understand our clients' financial objectives, and developing strong long-term relationships.•Providing information through frequent and consistent contact with our clients.•Forming a professional and personal relationship through regular educational and social events during the year.•Hiring and maintaining highly qualified professionals who can help deliver comprehensive services and advice. •Being an independant financial planning firm, and representing our clients and their interests, rather than any specific company. Some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities. We have no such ties, and we believe our independence is vital to delivering objective and unbiased recommendations.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and Investment adviser representatives of Kestra Private Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA.