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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
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Video Gallery
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  • All |
  • Fox 4 News - In Your Corner |
  • Announcements |
  • Market Reports |
  • New Tax Law Breakdown
    • Fox 4 News - In Your Corner,

    New Tax Law Breakdown

  • What You Need to Know About the Stock Market
    • Fox 4 News - In Your Corner,

    What You Need to Know About the Stock Market

  • Saving for Retirement
    • Fox 4 News - In Your Corner,

    Saving for Retirement

  • Stock Market Basics
    • Fox 4 News - In Your Corner,

    Stock Market Basics

  • Saving Money on Your Next Vacation
    • Fox 4 News - In Your Corner,

    Saving Money on Your Next Vacation

  • Final Four of Finances
    • Fox 4 News - In Your Corner,

    Final Four of Finances

  • Ways to Save
    • Fox 4 News - In Your Corner,

    Ways to Save

  • Teaching Your Kids Good Money Habits
    • Fox 4 News - In Your Corner,

    Teaching Your Kids Good Money Habits

  • Rich Money Habits
    • Fox 4 News - In Your Corner,

    Rich Money Habits

  • Talking Finances With Family During Thanksgiving
    • Fox 4 News - In Your Corner,

    Talking Finances With Family During Thanksgiving

  • New Tax Plan and Retirement Savings
    • Fox 4 News - In Your Corner,

    New Tax Plan and Retirement Savings

  • Retirement Planning Tips
    • Fox 4 News - In Your Corner,

    Retirement Planning Tips

  • The Green of Money
    • Fox 4 News - In Your Corner,

    The Green of Money

  • Financial Couples Therapy
    • Fox 4 News - In Your Corner,

    Financial Couples Therapy

  • Understanding Bitcoin
    • Fox 4 News - In Your Corner,

    Understanding Bitcoin

  • Money Tips for Grandparents
    • Fox 4 News - In Your Corner,

    Money Tips for Grandparents

  • Tax Planning When Giving to Charity
    • Fox 4 News - In Your Corner,

    Tax Planning When Giving to Charity

  • How to Plan Your Finances With Your Partner
    • Fox 4 News - In Your Corner,

    How to Plan Your Finances With Your Partner

  • Tips to Protect your Money When You Get Older
    • Fox 4 News - In Your Corner,

    Tips to Protect your Money When You Get Older

  • Holiday Shopping Season Budget Tips
    • Fox 4 News - In Your Corner,

    Holiday Shopping Season Budget Tips

  • America Saves Week
    • Fox 4 News - In Your Corner,

    America Saves Week

  • What to Do After You File your Taxes
    • Fox 4 News - In Your Corner,

    What to Do After You File your Taxes

  • GFA & Waterstone Merger
    • Announcements,

    GFA & Waterstone Merger

  • Avoiding Money Mistakes
    • Fox 4 News - In Your Corner,

    Avoiding Money Mistakes

  • Announcement Waterstone
    • Announcements,

    Announcement Waterstone

  • Market Report 2023
    • Market Reports,

    Market Report 2023

Waterstone Financial

12597 New Brittany Blvd, Fort Myers, FL 33907

hello@waterstonefs.com
(239) 288-0977

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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.

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