Find financial services in Fort Wayne

We are a boutique retirement investment services firm that works with individuals and employers who understand that when it comes to insuring one's financial future one size does not fit all. We are committed to educating the general consumer and pulling the curtain back on understanding financial planning. Each client and company we work with has

At Waterman Financial Services, our MISSION is to offer personalized financial guidance in a comfortable, non-threatening, non-judgemental environment. We HELP you obtain financial products that may make your financial path easier, cheaper or more efficient. Our MISSION is to do what is in your best interest, all the time, every time, helping you pursue

We understand that investors and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because many of our clients are retirees with

Jocelyn Ivancic has been helping Fort Wayne, Indiana residents with retirement planning, estate planning, and financial services since 1986. Ivancic is no stranger to hard work. She began working at age 11 for five years as a cook's assistant, later spent years working at International Harvester, raised a family, and started a new business in insurance