About WaterStone Investment Services



WaterStone Investment Services (WIS) was established at WaterStone Bank with the goal of assisting our clients in every aspect of their financial lives. In partnership with LPL Financial, we’re able to provide the most personal service available, thus earning a reputation for service in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our LPL Financial Advisors consist of experienced professionals with a hands on approach to financial guidance. Clients find us knowledgeable, and discover that we truly care about their dreams. At WIS, we do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our relationship with LPL Financial ensures our clients have access to an impressive mix of services and tools. Clients also receive unbiased investment advice which is critical to their financial security. LPL Financial Advisors have no proprietary products to sell. Advisors can truly provide conflict-free advice and recommendations. For more information about LPL Financial, please visit LPLfinancial.com.

If you have any questions about your current financial situation or wish to schedule an appointment, contact us today. We are here to help!