Meet Your Waterstone Client Support Team
Expanding our team and services to support you!
At Waterstone Financial, we are proud to have a great team of experienced professionals who share a goal of providing our clients with exceptional service at every step of the way.
Two of those team members – Colleen Cavalieri, our Client Relations Manager, and Bev Slager, our Operations Manager – make sure our clients have all the support and information they need. Colleen and Bev also help keep the rest of the Waterstone team on track, from managing calendars to tracking down paperwork, and a lot more.
Take a minute to meet them...
Colleen Cavalieri, Client Relations Manager
Bev Slager, Operations Manager
Get to know the entire dedicated Waterstone Financial team.
Estate Planning: Beyond Tomorrow, Part 4
Tax Planning: Navigate and Optimize Part 3 of the Design, Build, and Test Series
Dear Clients, We are thrilled to bring you a fresh copy of the Waterstone Times- a newspaper with all of our latest and greatest news in the office and beyond. Enjoy the read- straight off the press- and we look forward to hearing from you soon! FOR THE FULL READING EXPERIENCE AND OTHER ARTICLES, CLICK HERE!