Client Centered
Our business is built on a foundation of thoughtful client relationships. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
"If what you thought to be true, turned out not to be true, when would you want to know?"
Meet the Watters
Sam & Sam Jr. are Independent Investment Advisors of Woodbury Financial Services, Inc. They have a core philosophy and belief that it is more important to help their Clients make smart choices with their money and avoid unnecessary losses than trying to pick winners. They offer a free consultation, their offices are located at 4001 W. Park Ave. Orange, TX. They may be contacted by phone at (409) 883-0567 or email at swwatters@woodburyfinancial.net.
Our Mission
Years of experience have prepared us to guide you through your life transitions.
Our Services
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Where Do you Want Your Financial Roadmap to Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Watters Financial, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.