Our Services
“Bringing a TEAM approach to help face your business and family needs”
Waites Financial Services has been proudly serving Jefferson County and the surrounding communities since September 1, 1992. Waites Financial Services specializes in Investments, Advanced Life Insurance, Retirement Planning, and Business Owner Strategies. Waites Financial Services currently serves more than 500 families and five 401k plans.
Enjoy the retirement you've worked hard for, with our specialized planning services, prioritizing safety and guaranteed income. Our approach is designed to help you ensure that the savings you've accumulated are protected from market risk, while still providing opportunities for growth and continuing income.
Our investment services provide tailored financial solutions. With our longstanding experience and a diverse range of investment options, we empower you to build a robust portfolio aligned with your financial goals.
We can help you customize life insurance coverage for your needs. Protect your beneficiaries with coverage, and/or create an alternative vehicle for cash value accumulation, legacy building, and potentially tax-free retirement income.
Elevate your financial strategy with solutions designed for select clients, that can provide tax-free income for you and your loved ones. Qualifying individuals can incorporate these strategies for leveraged growth potential, wealth transfer and estate planning, tax advantages, capital preservation, and flexibility.
Advisory services offered through Kingswood Wealth Advisors (KWA), an SEC registered investment adviser. Securities services are offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities.