“Bringing a TEAM approach to help face your business and family needs”
Experience and Knowledge
Waites Financial Services has been serving clients for more than 30 years in Jefferson County and the surrounding area with deep knowledge of investments, insurance, and retirement planning.
A Focus on You
Our approach is client-centered and educational. We start by understanding your situation, goals, and needs in order to tailor financial solutions for your family, your retirement, and your business.
A Culture of Caring
We appreciate every single client and make sure they know that they are always part of the Waites Financial Services family. We are deeply committed to charity and our local community.
Bryan Waites & Ali Waites
Father-daughter team Bryan and Ali Waites are dedicated to serving their community with knowledge, superior service, effective financial strategies and products, and a commitment to helping each client build a plan that meets their needs.
As Featured On
Spring cleaning your finances: Tips to save and reset goals
Bridging the Retirement Income Gap with FIAs
Download our free informational resource to lean how a fixed index annuity may be able to provide:
- Guaranteed lifetime income
- Protection from market volatility
- An asset allocation alternative
- Tax deferral
- Spousal benefits & legacy planning
Not affiliated with or endorsed by the Social Security Administration or any government agency.
