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Home | Washington | Watson Financial Services, Inc.

Watson Financial Services, Inc.
Spokane, WA


  
Contact Information

Company: Watson Financial Services, Inc.
Contact: Troy Watson
Address: 221 N. Wall Street, Suite 320
City: Spokane
State: WA
Zip: 99201
Phone: 509.456.6461
Fax: 509.623.1434
Email: troy-wfsi@comcast.net
Website:

 



 

About My Practice

Troy Watson is the owner of Watson Financial Services, Inc., an independent agency that assists individuals and small businesses with insurance needs (fixed annuities, life, health, disability, LTC, etc.).  Additionally, as a registered securities representative with H. Beck, Inc., Troy is positioned to assist his clients with investment and retirement solutions.  As a former Human Resource manager with the Federal Government (DOD), Troy is uniquely qualified in serving clients from the federal marketplace.  Troy retired as a Lt Col after 24 years of military service.


Offering Advice Since

2004


Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care 


Licenses, Certifications, Education, and Affiliations

Insurance Licenses:   WA, ID, MT, OR
Security Licenses:  WA, ID, MT, OR
Education:   BA in Business Administration
Associations & Affiliations:  member of the National Assoc of Health Underwriters


Charges to Clients for Services

Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies

 
My Association with the Office or Firm

Owner / Partner


My Broker / Dealer Affiliation

Securities Offered through H. Beck, Inc., Member FINRA, SIPC. H. Beck, Inc. and Watson Financial Services, Inc. are not affiliated. 


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