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Water Street Financial, LLC
- Winchester, VA
About this business
Water Street Financial was founded by Chris Cotterell and Ryan Oates on January 1, 2016. Prior to its formation, Chris and Ryan worked in the investment division of First Bank also known as First Financial Advisors from 2008 until the formation of Water Street Financial. During their time at First Bank, Chris and Ryan built the business segments of high-net-worth individuals, corporate retirement plans and institutional/endowment accounts. In October of 2015, they agreed to terms with First Bank to purchase the investment d... read more
Location details
335 Westside Station Drive, Winchester, VA, 22601, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Over nearly a decade, I have entrusted the management of my bond portfolio to the team at Water Street Financial. I knew Ryan Oates from First Bank, and when he told me he was founding his own advisory firm, I signed up without reservation. The partners at Water Street are knowledgeable and very, very good at their jobs. Redemptions, trades, re-investment research and other actions are a phone call away. They are very, very customer-focused. The goals we set so long ago (capital preservation with potential appreciation) ... read more
Frequently asked questions about Water Street Financial, LLC
How is Water Street Financial, LLC rated?
Water Street Financial, LLC has a 5 star rating with 3 reviews.
When is Water Street Financial, LLC open?
Water Street Financial, LLC is closed now. It will open on Monday at 9:00 a.m.