Contact Us

Thank you for your interest in Waterstone Financial Services.

We look forward to talking with you.

We offer an initial complimentary consultation where we help you understand the two sides of money and how those affect your life and finances.

Feel free to send us questions you may have about financial planning, investment management, aligning your finances with life transitions, or our financial services for widows using the form below.

Rochester, NY Location

10 Office Park Way, Suite 500, Pittsford, NY 14534
585-586-5640 | Toll-Free: 877-586-5640
Fax: 585-586-5655

Salt Lake City, UT Location

3125 Kennedy Drive, #301 Salt Lake City, UT 84108
Toll-Free: 877-586-5640
Fax: 585-586-5655
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