Watermark Wealth Strategies

Christian Dailey 

on Google

a month ago

A good friend told me about Watermark Wealth Strategies in Chandler.  The financial advisor I’d been working with hadn’t made much of a difference in my financial situation and I rarely heard from the guy.  The team at Watermark surprised me. I have been meeting with Kyle (and now Scott) for about four years and could not be happier. They helped me consolidate my 401k after taking a new job and worked out a plan that was clear-cut and in alignment with my goals. They are diligent, patient, great at what they do - and I hear ... read more

Cameron Taylor 

on Google

3 months ago

I am beyond grateful to have found financial advisors like Kyle and Scott. From day one, they’ve made me feel supported, informed, and confident about my financial future. They took the time to understand my unique situation and crafted a personalized plan that made everything feel manageable—even exciting! What I appreciate most is their honesty, clear communication, and how approachable they are. No question ever feels too small, and they always respond quickly with thoughtful guidance. They’ve helped me make sense of my ... read more

Jennifer Glendy 

on Google

7 years ago

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 c... read more