0
Skip to Content
Waterstone Financial Advisory
Home
Our Process
About
Overview
Retirement Income Planning
Tax Planning and Preparation
Estate and Asset Protection
Wealth Management
FAQ
SIPS
Blog
Video Gallery
CONTACT US
Waterstone Financial Advisory
Home
Our Process
About
Overview
Retirement Income Planning
Tax Planning and Preparation
Estate and Asset Protection
Wealth Management
FAQ
SIPS
Blog
Video Gallery
CONTACT US
Home
Our Process
About
Folder: Services
Back
Overview
Retirement Income Planning
Tax Planning and Preparation
Estate and Asset Protection
Wealth Management
FAQ
SIPS
Folder: Blog
Back
Blog
Video Gallery
CONTACT US
  • Announcements,
• 7/22/25

GFA & Waterstone Merger

News from James Gallagher, Waterstone Financial - 2018

Previous

What to Do After You File your Taxes

Next

Avoiding Money Mistakes

You Might Also Like

Related Embedded Video Item Thumbnail Teaching Your Kids Good Money Habits
Related Embedded Video Item Thumbnail Understanding Bitcoin
Related Embedded Video Item Thumbnail Announcement Waterstone
Related Embedded Video Item Thumbnail New Tax Plan and Retirement Savings
Related Embedded Video Item Thumbnail Retirement Planning Tips

Waterstone Financial

12597 New Brittany Blvd, Fort Myers, FL 33907

hello@waterstonefs.com
(239) 288-0977

CONTACT
FACEBOOK
LINKEDIN

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