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Client Centered

We are conveniently located at 2555 East Calumet Street in Appleton, WI. One mile west of the intersection of Highway KK (Calumet Street) & Highway 441. Our phone number is (920) 734-2555.

At Watermark Financial Services, Inc., it is our business to provide you with the services and the investment products that aim to help preserve your assets and help them grow. We work with you to help you determine what's important to you in your life.

We provide services to individuals, families, and businesses. Our approach is always the same: personalized service, quality products, and a sincere commitment to your financial goals.

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