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 INVEST Financial Corporation, 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 provide financial independence.

Our INVEST Financial Corporation Advisors consist of experienced professionals with a hands on approach to financial guidance. Clients find us knowledgeable, and discover that we care about their dreams. At WIS, we do everything in our power to help 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 INVEST Financial Corporation ensures our clients have access to an impressive mix of services and tools. Clients also receive investment advice which can be critical to their financial stability. INVEST Financial Corporation Advisors have no proprietary products to sell. Financial Advisors can provide advice and recommendations.

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