Waterside Financial Group, LLC

Waterside Financial Group, LLC

Contact Us

999 Waterside Drive, Suite 1500
Norfolk, VA 23510
  • Office: 757.628.1810
  • Fax: 757.628.1874

  • E-mail address: Stuart@WatersideFG.com
  • E-mail address: Tom@WatersideFG.com
  • E-mail address: Paul@WatersideFG.com
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Products & Services

  • Services for Individuals and Families
  • Services for Business Owners

Waterside Financial Group, LLC

Waterside Financial Group, LLC

Contact Us

999 Waterside Drive, Suite 1500
Norfolk, VA 23510
  • Office: 757.628.1810
  • Fax: 757.628.1874

  • E-mail address: Stuart@WatersideFG.com
  • E-mail address: Tom@WatersideFG.com
  • E-mail address: Paul@WatersideFG.com
Facebook LinkedIn
  • Home
  • About Us
    • Contact Us
    • Our Location
    • Our Continuing Education
    • Tell A Friend
    • Our Team
    • Upcoming Events
    • Our Philosophy
    • Video Library
    • Newsletters
    • Client News
    • Client Login
    • Client Forms
    • Client Profiles
    • Helpful Links
    • Investment/ Securities Library
    • Schedule an
    • Schedule an Appointment With Tom
    • Schedule an Appointment With Stuart
  • Products & Services
    • Services for Individuals and Families
    • Services for Business Owners
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

Stuart J. Birkel and Thomas J. Raddatz are agents of New York Life Insurance Company and licensed to sell insurance in the states of DC, FL, GA, MD, ME, MI, MO, NC, NH, NV, NY, PA, SC, TN, TX, VA & WY. No insurance business may be conducted outside these states referenced.

Stuart J. Birkel and Thomas J. Raddatz are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, a Licensed Insurance Agency Member FINRA/SIPC . In this regard, this communication is strictly intended for individuals residing in the states of DC, FL, GA, MD, ME, MI, MO, NC, NV, NY, PA, TX, VA & WY. No offers may be made or accepted from any resident outside the specific states referenced.

Waterside Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

NYLIFE Securities LLC is a New York Life Company.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf