“Goldwater Financial Group have been an invaluable resource for us. Through their efforts we found a new 401(k) administrator that has provided greater resources for our employees at a lower cost. Goldwater Financial constantly looks to keep us updated on new financial products that may be of benefit for us and are always knowledgeable on a variety of topics. We are a small business with concentrated ownership and Goldwater Financial always look for ways to enhance and protect the value of those ownership interests. I cannot recommend Goldwater Financial highly enough.”

Matthew Kelly - Controller, Viewpoint Creative

“I’ve collaborated with Goldwater Financial for over 4 years and I highly respect their expertise utilizing insurance related solutions when it is called upon. I find Goldwater Financial to be unique as insurance professionals who think outside the box with their solutions.”

Richard LaCross - Director, KLR

“Goldwater Financial know their stuff and have a knack for marketing high end financial strategies and solutions. I greatly enjoyed working with them over the past seven years. I would not hesitate to recommend or refer any clients or associates.”

Samantha Young - Director, Pagnato Karp, High Tower

“Goldwater Financial are true professionals in that they listen to you and carefully evaluate your needs and create plans that are appropriate to help you attain your personal or long term business goals…..They truly look for what is best for you and your situation and build a list of options to discuss that are right for you that can grow your retirement and help insulate part of it from the wild rides of the financial markets.”

Carlo DiPersio - President, Viewpoint Creative