Jeff Schlotterbeck, CFP®
Strategic Wealth Planning for Financial Peace of Mind
Strategic Wealth Planning for Financial Peace of Mind
12191 W. Linebaugh Ave. Suite 611 Tampa, FL 33626
University of South Florida, B.S., Marketing and Finance
I am an active supporter of Junior Achievement in the Tampa Bay area, mentoring and teaching students at Westchase Elementary School the fundamentals of saving money and the importance of budgeting for different goals. I also serve as the Treasurer for the Rotary Club - Tampa Westchase.
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From the first phone call ” jeff” was very personable and helpful. As our dealings with him continued he was always very business like.
Water Street Wealth Management has been a huge help! Jeff always answers any questions I have and continues to educate me on my finances. My account is doing great and I always recommend him to anyone who is interest in growing their finances.
Jeff was extremely knowledgeable, punctual, and easy to work with.
He takes your personal finance goals to heart and did a tremendous job answering all of my questions in a quick and efficient manner. I would highly recommend his services
We are so thankful to have found Jeff and his team at Water Street Wealth Management. As a fiduciary advisor he operates at a higher ethical level and we are confident he prioritizes what’s in our best interest. He’s been extremely accommodating, responsive, and seamlessly helps us make the smartest financial decisions based on our individual circumstances. I would recommend to anyone looking for a financial advisor, investment strategist, etc.
I would like to say that I have gone through a few planners, but then I met up with You Jeff and Water street .I feel like I have finally found a true ethical planner/ person who is so dedicated and responsible and grateful for his clients and one who does his very best to make sure your portfolio is a success!
Thanks Jeff so happy we met.
From the moment we met Jeff we felt at ease because of his confidence and competence. He is dedicated to helping us reach our financial goals.
Highly recommend Jeff. Always available to support you and your family’s financial needs. No matter where you are on your journey for your financial support/freedom, he has the right solutions, tools, and knowledge to support you on your path. A true expert in his field!
People that reward you should also be rewarded.I have been working with Jeff Schlotterbeck since 2005. It has been both educational and a monetary positive experience in the market.Jeff is very organized, very market savvy and yet tries to guide you in a manner to conserve capital or will take risks according to your tolerance level. His availability with new ideas are usually associated with current national and international events that move markets. Thank you Jeff for your expertise!
Jeff is a talented and pragmatic financial advisor. He is methodical in his data collection, asks the right questions, and provides sound alternatives to secure and build wealth according to your needs, not his wants.
Jeff is absolutely amazing to work with. He always explains things so I understand them and gives the pros and cons of any investment. He is constantly communicating and keeping his clients up to date on changes in the world that could affect the market and your investments.
Jeff has been great to work with. He’s helped me re-evaluate my portfolio and make adjustments as needed. He’s addressed all of my concerns and helped me feel better about my future financial health. I look forward to working with him for years to come. Thank you, Jeff!
I met Jeff through circumstance, because he was handling some family money that I needed to become involved with. Pleasantly surprised he was conservatively looking after the family money, in a caring, professional manner – always having their best interest in mind. I was so impressed that I ended up moving my money over to Jeff. I think the highest compliment you can express about your Financial Advisor is, I could trust him to protect and build my parents money.
Jeff is thorough, knowledgeable, reachable and explanative. He has set financial goals and achieved those goals; and now he is helping us ease into retirement and protecting those assets. But I think one of his strengths is, he also minimizes the negative in a down market, where it may be difficult to find growth or profit.
He has certainly done well by our family. I would recommend Jeff to anyone.
I have been working with Jeff for longer then I can remember. Thoughtout the years, he has been so attentive and had excellent informative proffessional guidance for all my goals and plans. He is always available and directs you in the most profitable positions according to your comfort level. There will always be ups and downs in the market, but if you are thinking it is time to find a someone you can trust and finally decide you need to start planing your future I would give him a call. I have recommend him to my friends and they have thanked me also!
Jeff has been my financial planner for many years. Through market ups and downs he has helped me make strategic investments which have had a positive effect on my portfolio. He is always quick to respond to questions, and point out opportunities based on my investment goals. If you are seeking a knowledgeable, friendly financial planner give Jeff a call.
I have know Jeffrey for years. After switching to Water Street Wealth I feel more informed and in control of my financial future.
Excellent individual attention as opposed to large wealth management firms. Advice is always geared towards the clients interests and on point. Very easy to communicate with. Portfolios are reviewed quarterly with adjustments made accordingly.
We’ve been working with Water Street Wealth for about 2 years now and are very pleased. It began with a portfolio review, then account consolidation and now superior returns. It’s a great relationship
It’s been a pleasure working with Mr. Schlotterbeck. He has been very helpful and knowledgeable in directing us in what would be best for our financial needs. He is always available to answer any questions that we may have. I highly recommend him.
Since the inception of opening of our accounts, the service has been exceptional and performance outstanding
Just a short note about Jeff Schlotterbeck and Water Street Wealth Management. I am an older investor that has been investing for years with all kinds of company and brokerage services. Jeff, at Water Street, has provided the best advice, service, attention, empathy and concern of any other group I have dealt with. In meetings he listens, doesn’t try to sell you anything and works in a collaborative way to accomplish your investment goals. He can make portfolio changes in days instead of weeks like some of the other institutional platforms. His monthly communications are both professional and personable, as he keeps you up to speed on changing market conditions. Bottom line, his service provides Value. Partnering with Jeff has been one of the best investment decisions I have made.
Jeff is so very helpful, accommodating , kind and professional and very understanding! Always ready to explain things clearly. The best financier we have ever had.
So glad I found Jeff. He truly has your best interest in mind and wants to set you up for financial success.
Jeff is the best financial advisor that I have ever worked with. He is always there to assist you with your financial planning.
Jeff is always so helpful. He explains my options and answers my questions. He responds immediately. Very happy with his service and professionalism.
Water Street is professional and communicates so well with its clients. My experience with Jeff specifically has been nothing short of amazing. As his client he personalizes and makes sure you understand exactly what he is doing. He leaves you with no questions. Kudos Jeff!
I have worked with Jeff for several years now and he has always given me sound advice regarding my retirement planning. He is very knowledgable and a true professional. I highly recommend him for all investment and planning needs.
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