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Watters Financial Services, LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Watters Financial Services, LLC is an independent wealth management and financial planning firm based in Paramus, New Jersey. Founded in 1986, the firm emphasizes fiduciary duty and independence, working to design customized financial plans that are aligned with each client’s goals and values while avoiding proprietary product sales. The practice offers both ongoing wealth management and comprehensive financial planning, as well as hourly advice on topics such as investments, retirement, estate planning, taxes, cash flow, wealth transfer, and insurance, with an emphasis on clear communication and transparency. Its services are aimed at individuals and small businesses seeking structured guidance on wealth protection, growth, and succession planning, including retirement and succession strategies for business owners.

Find Watters Financial Services, LLC employees' phone numbers or email addresses

Watters Financial Services, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Watters Financial Services, LLC's Leadership

  • Stylized image of a person
    F. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Independent Insurance Agent
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Certified Financial Planner
    Phone icon
    Mobile Phone

Watters Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Watters Financial Services, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    F. B.
    Owner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. W.
    Principal
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. W.
    Independent Insurance Agent
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Mar 24, 2026
  • Stylized image of a person
    T. W.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Watters Financial Services, LLC known for?

Minus sign iconPlus sign iconWatters Financial Services, LLC was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 16 Arcadian Avenue Suite C-4 Paramus, New Jersey 07652 United States; you can contact the main corporate office by phone at
+1-201-843-****
. Explore Watters Financial Services, LLC's company overview page for more information.

What is Watters Financial Services, LLC's most common email format?

Minus sign iconPlus sign iconWatters Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Watters Financial Services, LLC email formats with LeadIQ.

How many employees does Watters Financial Services, LLC have currently?

Minus sign iconPlus sign iconWatters Financial Services, LLC has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Watters Financial Services, LLC's key employees and leadership?

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As of February 2026, Watters Financial Services, LLC's key employees include:

  • Owner: F. B.
  • Principal: D. W.
  • Independent Insurance Agent: J. W.
  • Certified Financial Planner: T. W.

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