Watertown Wealth Management

Watertown Wealth Management is a Financial Planner in Watertown, NY, located at 531 Washington St # 3501. For over three decades, the firm has helped clients accumulate wealth and navigate the complex issues of creating a secure retirement. The team specializes in creating comprehensive financial programs to address pre-retirement and retirement phases, assisting with tasks such as managing debt, saving for college, and planning for healthcare costs.

The firm provides 401(k) services to employers and assists in legacy planning for the efficient transfer of wealth to family and charities. They coordinate with CPAs and attorneys to provide comprehensive financial care, including reassessing budgets, managing and protecting wealth, reducing financial obligations, and updating insurance. As fiduciaries, the team puts clients' interests first by building creative solutions and remaining vigilant to changing needs.

The professional team includes Philip Sprague, President and Financial Advisor; Colleen O'Shaughnessy, CFP(R), Vice President and Financial Planner; Ginger O'Shaughnessy, Chief Happiness Officer; Brooke Runningen, Director of Client Services and Retirement Plan Specialist; and John Wright, Medicare and Insurance Specialist. The firm can be reached at 315-788-5860.

The firm is situated on Washington Street, a main road in Watertown, New York, and is located about a tenth of a mile from the Dulles State Office Building.

BizScoreAI reports a Technical score of 85 out of 100, which means the website is technically sound, secure, and indexable so search engines can read it without errors. The business also holds a Discoverability score of 75 out of 100.