Come take a walk on the green with Michael Waterhouse, Financial Advisor, and tee off to a better financial future. Each individual, family, and business is unique. All clients need individualized, tailored planning to optimize their strategies and exceed their financial goals. Together, let's address your current needs and structure proper planning for your future wants.
I work with individuals and small businesses and provide the following services and products:
- Estate Planning
- Retirement Planning
- Life Insurance
- 401K
- IRA and Roth IRA
- College Planning
- Employee Benefit Plans
- Annuities
- Long Term Care
- Business Succession Planning
Check the background of this investment professional on FINRA's BrokerCheck
National Financial Network is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.
Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member of FINRA and SIPC.
OSJ: 150 S. Warner Road, Suite 120, King of Prussia, PA 19406 / (267) 468-0822
PAS is a wholly-owned subsidiary of Guardian. National Financial Network is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial professional are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. CA Insurance License #4057211
Important Disclosures
2021-12936 exp 11/2023
Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member of FINRA and SIPC.
OSJ: 150 S. Warner Road, Suite 120, King of Prussia, PA 19406 / (267) 468-0822
PAS is a wholly-owned subsidiary of Guardian. National Financial Network is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial professional are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. CA Insurance License #4057211
Important Disclosures
2021-12936 exp 11/2023