WaterStone Investment Services

CONNECT

Address:

21505 E Moreland Blvd
Waukesha, WI 53186

Phone:

(262) 696-7170

Fax/Other:

(414) 918-0937

About WaterStone Investment Services

WaterStone Investment Services (WIS) was supported at WaterStone Bank with the goal of assisting our clients in every aspect of their financial lives. With assistance from LPL Financial, we're able to provide the most personal service available thus earning a reputation for service in our industry. For each of our clients, we strive to help create financial stability and provide financial independence.

Our LPL Financial Advisors consist of experienced professionals with a hands on approach to financial guidance. Clients find us knowledgeable, and discover that we care about their dreams. At WIS, we do everything in our power to help keep our clients focused on where they want to go, advise them on how to pursue getting there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our relationship with LPL Financial ensures our clients have access to an impressive mix of services and tools. Clients also receive investment advice which can be critical to their financial stability. LPL Financial Advisors have no proprietary products to sell. Financial Advisors can provide advice and recommendations.

If you have any questions about your current financial situation or wish to schedule an appointment, contact us today. We are here to help!