Waterway Financial Group was founded on the premise of three central principles: - CLIENTS FIRST. As independent advisors, we represent our clients and not a specific financial institution. We understand our clients have unique situations and expectations. - PROFESSIONALISM. By maintaining high standards and ethics for both our clients and our industry, we seek to build our relationships on trust, confidence, and accountability. - COMMUNITY. We believe it is our calling to create a bridge to financial independence to all members of our community and to be a resource within our community through active involvement.
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Reviews

JA
Jim A.

07/24/2014

Provided by YP.com

Waterway was able to beat a quote for Life Insurance. The process to sign up was fast, simple, and most of all, easy to understand. I'll definitely use Waterway for ALL of my Life Insurance needs moving forward.

A
amanda.brant.58

06/26/2013

Provided by YPmobile
Great service

Was able to help me find affordable life insurance. Would work with again.

More Business Info

Financial Plans Should Be Clear

Hours
Regular Hours
Mon - Sat:
SunClosed
Services/Products
We offer personal and business planning through multiple products and carriers such as: Personal Planning For: - Life Insurance (Term, Whole Life, Universal, Indexed Universal, Variable Universal) - Disability Insurance - Health Insurance - Long- term Care Insurance - Fixed Immediate and Deferred Annuities - Mutual Funds - Roth IRA''s - Variable Annuities - Fixed and Immediate Deferred Annuities Business Planning For: - Buy-Sell Funding - Retirement Funding - Deferred Compensation - Executive Bonus - Key Person Protection - Qualified Plan Funding (SEP, 401k, Pensions) - Voluntary Payroll Deduction Program
Payment method
check
Category
Life Insurance
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