Home
Services
Blog
- Newsletters
Resources
About
Client Access
Contact

About WFS: What to expect from a Certified Financial Planner, CFP®

Kathleen Roth & Joshua DeJohn

March 06, 2023

Share |

Because it’s expected from a CFP®

Contact

Office: 585-586-5640

Toll-Free: 877-586-5640

Fax: 585-586-5655

55 Sully's Trail,

Suite F,

Pittsford, NY 14534

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

PLEASE NOTE: Information is provided strictly as a courtesy. When you access the external links we provide, you are leaving our website and assume total responsibility for your use of the destination website. We make no representation as to the completeness or accuracy of information provided at the destination website. Nor is Waterstone Financial Services liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

Securities offered through American Portfolios Financial Services, Inc. (APFS), member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA), an SEC-registered Investment Advisor. Waterstone Financial Services is not affiliated with APFS or APA.

Investment products and services available only to residents of Alabama (AL), California (CA), Florida (FL), Georgia (GA), Idaho (ID), Indiana (IN), Maine (ME), Massachusetts (MA), Michigan (MI), New Jersey (NJ), New York (NY), North Carolina (NC), Texas (TX), Utah (UT), Vermont (VT) and Virginia (VA).