0
Skip to Content
Waterstone Financial Advisory
Home
About
Team
Services
Overview
Retirement Income Planning
Tax Planning and Preparation
Estate and Asset Protection
Wealth Management
FAQ
SIPS
Resources
Newsletters
Video Gallery
Contact Us
Waterstone Financial Advisory
Home
About
Team
Services
Overview
Retirement Income Planning
Tax Planning and Preparation
Estate and Asset Protection
Wealth Management
FAQ
SIPS
Resources
Newsletters
Video Gallery
Contact Us
Home
About
Team
Folder: Services
Back
Overview
Retirement Income Planning
Tax Planning and Preparation
Estate and Asset Protection
Wealth Management
FAQ
SIPS
Folder: Resources
Back
Newsletters
Video Gallery
Contact Us
Annual Compliance Update: The Sequel You Didn’t Ask For (But Still Need to Read)
Announcements Abby Gallagher 3/14/25 Announcements Abby Gallagher 3/14/25

Annual Compliance Update: The Sequel You Didn’t Ask For (But Still Need to Read)

Annual Compliance Update:  The Sequel You Didn’t Ask For (But Still Need to Read)

Read More
Reassurance on Recent Microsoft, CrowdStrike Outage
Announcements Abby Gallagher 7/19/24 Announcements Abby Gallagher 7/19/24

Reassurance on Recent Microsoft, CrowdStrike Outage

Reassurance on Recent Microsoft/ CrowdStrike Outage

Read More
AssetMark Announcement
Announcements Abby Gallagher 6/10/24 Announcements Abby Gallagher 6/10/24

AssetMark Announcement

AssetMark Announcement

Read More
Our Annual Compliance Disclosures: Not Your Average Bedtime Story
Announcements Abby Gallagher 4/19/24 Announcements Abby Gallagher 4/19/24

Our Annual Compliance Disclosures: Not Your Average Bedtime Story

Our Annual Compliance Disclosures: Not Your Average Bedtime Story

Read More
Where in the World is Andy Barnett?
Announcements, Personal Stories Abby Gallagher 1/26/24 Announcements, Personal Stories Abby Gallagher 1/26/24

Where in the World is Andy Barnett?

Waterstone News: Where in the World is Andy Barnett?

Read More
Nurturing Compliance: Operations Manager & Motherhood
Announcements Abby Gallagher 12/14/23 Announcements Abby Gallagher 12/14/23

Nurturing Compliance: Operations Manager & Motherhood

Nurturing Compliance: Operations Manager & Motherhood

Read More
Announcement: Our New Vice President
Announcements Abby Gallagher 12/7/23 Announcements Abby Gallagher 12/7/23

Announcement: Our New Vice President

Announcement:  Our New Vice President

Guest Article:  Women in Finance

Read More
Our Enhanced Cybersecurity Measures
Announcements Abby Gallagher 6/9/23 Announcements Abby Gallagher 6/9/23

Our Enhanced Cybersecurity Measures

Building Stronger Defenses: Safeguarding Your Financial Data

Read More
Waterstone Financial Continues to Grow
Announcements Abby Gallagher 5/15/23 Announcements Abby Gallagher 5/15/23

Waterstone Financial Continues to Grow

Waterstone Financial Continues to Grow. Read More About Our New Changes.

Read More
Introducing our Newest Team Members
Announcements Abby Gallagher 4/21/23 Announcements Abby Gallagher 4/21/23

Introducing our Newest Team Members

We are so excited to introduce the newest members of our team at Waterstone Financial!

Read More
The Waterstone Roadmap To Financial Planning Success
Announcements Abby Gallagher 11/1/20 Announcements Abby Gallagher 11/1/20

The Waterstone Roadmap To Financial Planning Success

Following our recent announcement detailing how we'll combine our resources, teams, and expertise with GFA, you might be wondering whether the service and experience you're accustomed to will change going forward. 

Read More

Waterstone Financial

12597 New Brittany Blvd, Fort Myers, FL 33907

hello@waterstonefs.com
(239) 288-0977

Contact Us
Facebook

ADVISORY DISCLOSURE
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Waterstone Financial Advisory is an SEC registered investment adviser located in the State of Florida. Waterstone Financial Advisory only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered and sold through Waterstone Financial and individually licensed and appointed insurance agents.

Broker Check
ADV Part 2A
Disclosure Form CRS
ADV Part 2B
Privacy Policy