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waterstonefinancialservices.com

Financial Investment, Wealth Management, Life Planning

Waterstone Financial Services helps you navigate life changes and their effects on your financial investments, wealth, and success

http://www.waterstonefinancialservices.com/

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CONTACTS AT WATERSTONEFINANCIALSERVICES.COM

Roth, DeJohn & Associates

Joshua DeJohn

10 Off●●●●●●rk Way

St●●00

Pit●●●ord , New York, 14534

UNITED STATES

1585●●●●5640
1585●●●●5655
jd@rothdejohn.com

View this contact

Roth, DeJohn & Associates

Joshua DeJohn

10 Off●●●●●●rk Way

St●●00

Pit●●●ord , New York, 14534

UNITED STATES

1585●●●●5640
1585●●●●5655
jd@rothdejohn.com

View this contact

Roth, DeJohn & Associates

Joshua DeJohn

10 Off●●●●●●rk Way

St●●00

Pit●●●ord , New York, 14534

UNITED STATES

1585●●●●5640
1585●●●●5655
jd@rothdejohn.com

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Financial Investment, Wealth Management, Life Planning | waterstonefinancialservices.com Reviews
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Waterstone Financial Services helps you navigate life changes and their effects on your financial investments, wealth, and success
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3 women in transition
4 the new retirement
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Financial Investment, Wealth Management, Life Planning | waterstonefinancialservices.com Reviews

https://waterstonefinancialservices.com

Waterstone Financial Services helps you navigate life changes and their effects on your financial investments, wealth, and success

INTERNAL PAGES

waterstonefinancialservices.com waterstonefinancialservices.com
1

Wealth Management, Life Transition Financial Planning

http://waterstonefinancialservices.com/waterstone-financial-services-2

Will I Have the Money I Need? We strive to help each and every client come to confident terms with that question. It’s about keeping eyes on life ahead and finances within guard rails. The core of our approach to managing clients’ investments is:. Identifying a satisfying lifestyle within your financial reality. Keeping your ideas clearly in focus, intelligently adapting to change as needed. A disciplined investment process. Goals-based, customized investment strategies. Over time, we have found our clie...

2

Life Impact of Financial Changes, Wealth Management

http://waterstonefinancialservices.com/life-changes-financial-impact-waterstone-financial-services

The Traditional Approach to Financial Management. The traditional way to think about retirement focuses largely on the numbers. That may have worked well in previous decades. But economic events, technology advances, upheavals in health care, reduction of employee and retirement benefits, and global concerns fought on our own front steps have brought complications and uncertainty to all of us. Changes in Society and the Economy Have Personal Impact. Are a particular focus for our practice. Waterstone Fin...

3

Kathy Roth, Josh DeJohn - Waterstone Financial Services

http://waterstonefinancialservices.com/about-waterstone-financial-services

Established in 2005, Waterstone Financial Services is designed to help clients answer this key question before, during, and after major life transitions such as career transitions, retirement, divorce, death of a spouse, and others. Where we shine is our ability to work with you as a thinking partner. Who understands your hopes, dreams, goals, and fears and helps you connect your money with your life. To accomplish this, we have carefully thought through and continually refine processes to:. We desire th...

4

Waterstone Financial Services - Waterstone Financial Services

http://waterstonefinancialservices.com/waterstone-financial-services

September 16, 2014. Waterstone Financial Services for a complimentary initial consultation. Office: 585-586-5640 Toll-Free: 877-586-5640 Fax: 585-586-5655. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Waterstone Financial Services are not affiliated.

5

Financial Resources FAQs - Waterstone Financial Services

http://waterstonefinancialservices.com/resources-faqs-waterstone-financial-services

Friday Soup ‘n Cinema. Join us at these free events offering a light meal, a thought-provoking movie and stimulating conversation. Please check our calendar on the right side of our pages for upcoming dates. Please click on any blue bar to see the answer to the question. What is a Certified Financial Planner? Not every financial planner is certified, and there is no governing body regulating the “financial planner” title. What is comprehensive financial planning? What you need to differently. What types ...

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LINKS TO THIS WEBSITE

suddenlyonherown.com suddenlyonherown.com

About - Suddenly On Her Own

http://suddenlyonherown.com/about-suddenly-on-her-own

Suddenly On Her Own. Kathleen Roth, CFP. Kathy’s specialty is helping women going through life transitions such as divorce or widowhood. Her clients are able to rebuild their lives as she helps them deal with the changes prompted by major life transitions such as divorce and widowhood. As a result, they are able to live their lives with more confidence and comfort. Kathy is a Certified Financial Planner. She has been a financial planner since 1979. For a complimentary initial consultation. Investments pr...

suddenlyonherown.com suddenlyonherown.com

Services - Suddenly On Her Own

http://suddenlyonherown.com/services

Suddenly On Her Own. Suddenly On Your Own. Services for women are organized to support your transition to your new life following divorce or becoming widowed. Helping you redefine your investments to fit your new needs is something Kathy does well. But she has found her clients in such sudden circumstances need more. Managing Change and Making Decisions. Of your life’s direction so you can make those decisions with more confidence and comfort. Personal Financial and Transition Consulting. Or in a small g...

suddenlyonherown.com suddenlyonherown.com

Newly Widowed, Newly Divorced Woman?

http://suddenlyonherown.com/newly-widowed-newly-divorced

Suddenly On Her Own. Newly Widowed, Newly Divorced? January 30, 2015. One day your husband is there; the next day he is gone, often without any warning. The loss and grief of divorce or widowhood are compounded by confusing conversations, heightened demands, worries about your children, requests for unfamiliar decisions and actions, and new responsibilities. Pressured to learn in difficult circumstances, your mind’s capabilities are diminished by stress. Transitioning Through Divorce or Widowhood. 2016 S...

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Financial Investment, Wealth Management, Life Planning

What challenges, opportunities, gains, or losses do you think you will encounter in life? How will they shape your plans and dreams as well as your money? You can count on us to help you organize your thinking and navigate through changes large and small. Five C’s of Client-Advisor Compatibility. What’s the best way to decide whether a financial planner is the right one for you? We use a model we call the “Five C’s of Client-Advisor Compatibility.”. Welcome to Waterstone Financial Services. When her life...

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Central Downtown Fremont Apartments | Waterstone at Fremont in Fremont, CA 94538

Pacific Urban Residential Communities. Central Downtown Fremont Apartments. Waterstone at Fremont offers spacious one and two bedroom floor plans, featuring walk-in closets, central heat and air conditioning, private patios or balconies, and views of the East Bay hills. Unwind at one of our two sparkling pools, or perhaps play a game of tennis at our beautifully lit tennis courts. Our fitness center and common-area Wi-Fi are other perks of the blissful lifestyle that awaits you. How are we doing? Give yo...

waterstonefs.com waterstonefs.com

Waterstone Financial | Waterstone Financial

Is a boutique wealth advisory firm dedicated to. James Gallagher, President and founder of Waterstone Financial has engineered the. SIPS Retirement Planning System. That helps clients understand what their financial future may look like. Planning for Secure Retirement Income. Preserving Assets and Reducing Taxes. Has become so successful that it is now marketed to other Financial Advisors across the country. James has become known as. Will we be able to maintain our lifestyle? Will we have enough money?

waterstonegallery.com waterstonegallery.com

Waterstone Gallery :: Home

Welcome to our gallery, in the heart of the Pearl District. Artist owned and operated since 1992. 424 NW 12th Ave, Portland OR. Weds-Sat 12-6p Sun 12-4p. Fragility, Imperfection, and Resilience. Aug 4, 2015 - Aug 30, 2015. Preview Reception, Wednesday, August 5th, 6-8pm. First Thursday, August 6th, 6-8pm. Artist Talk, August 16th, 11am. Waterstone Gallery is moving. From 424 NW 12th avenue to. Avenue. Join us in. October at our new location. Open Tuesday - Sunday,. Tuesday - Saturday 12-6pm,.