Great Waters Financial, LLC

Great Waters Financial is a salaried, fiduciary wealth-management firm founded in 2012 that helps clients in 36 states plan for retirement and live with greater clarity and confidence. Its services combine financial planning, investment management, retirement-income strategies, tax strategy, Medicare planning, estate planning, Social Security guidance, and life planning. The firm says its advisors do not receive commissions and provide ongoing, personalized recommendations aligned with clients’ goals.