“We help our clients understand what they want to accomplish from a business and personal perspective. And we get them to take action. Most people have done some good planning. They've have existing advisor relationships. They spent a lot of time talking about these things, but for some reason, the complete job did not get done. We get it done! Do it once, do it right!
~ Susan M. Waters, Founder
“We help our clients understand what they want to accomplish from a business and personal perspective. And we get them to take action. Most people have done some good planning. They've have existing advisor relationships. They spent a lot of time talking about these things, but for some reason, the complete job did not get done. We get it done! Do it once, do it right!
~ Susan M. Waters, Founder
Mobile: 631.742.3340
Fax: 631.982.5511
Mobile: 631.742.3340
Fax: 631.982.5511
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Susan Waters, InvestWell. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Susan Marie Waters: CRD #1591121. CT Ins. License # 2335465 . Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.