Watermark Wealth Strategies - Chandler
2151 East Pecos Road, Chandler, AZ 85225
Hours open
Monday:
8:30 AM - 4:00 PM
Tuesday:
8:30 AM - 4:00 PM
Wednesday:
8:30 AM - 4:00 PM
Thursday:
8:30 AM - 4:00 PM
Friday:
9:00 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Watermark Wealth Strategies in Chandler is a premier financial institution located at 2151 East Pecos Road in Chandler, Arizona. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, our team is here to provide expert guidance and support. At Watermark Wealth Strategies, we believe in building long-term relationships with our clients based on trust, integrity, and a commitment to excellence. Contact us today to schedule a consultation and start planning for a brighter financial future.
Reviews
"2/21/18 Update: As a result from my email to them expressing my disappointment, OJ called me shortly thereafter and apologized. The person responsible for the lack of communication no longer works for them. The situation has been rectified and they were indeed great to work with in the end. We completed our will & trust with Kyle, who made the experience very smooth and comfortable. Monica is very committed to establishing a consistent warm welcome when you come in, which is appreciated. I'd provide 5 stars had we not been caught in the crossfire of bad employee drama. We met with them in March 2017 and hadn't heard back since (now Aug 2017). While reviewing our information then, they were supposed to send us trust & will papers, regardless of the wealth management relationship we were/were not going to have. We never received anything. For a company that prides itself on relationships, this isn't a positive one I'd recommend to any of my friends."
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