Waterway Financial Group
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History
Waterway Financial Group was founded on the premise of three central principles: - Clients First. As independent advisors, we represent our clients and not a specific financial institution. We understand our clients have unique situations and expectations. - Professionalism. By maintaining high standards and ethics for both our clients and our industry, we seek to build our relationships on trust, confidence, and accountability. - Community. We believe it is our calling to create a bridge to financial independence to all members of our community and to be a resource within our community through active involvement.
Specialties
We offer personal and business planning through multiple products and carriers such as: Personal Planning For: - Life Insurance (Term, Whole Life, Universal, Indexed Universal, Variable Universal) - Disability Insurance - Health Insurance - Long- term Care Insurance - Fixed Immediate and Deferred Annuities - Mutual Funds - Roth IRA''s - Variable Annuities - Fixed and Immediate Deferred Annuities