Maximize income, optimize taxes, and assure effective wealth transfer with our dedicated financial advisory team
We are a well-established financial advisory firm headquartered in Southwest Florida specializing in retirement income planning. Operating a highly-personalized organization with a responsive and welcoming family feel, Waterstone is led by our founding principal, James Gallagher - known as the Retirement Engineer - a financial advisor who takes pride in helping our clients meet their personal goals.
Committed to the highest standards of professional care and ethical conduct, we always align our goals to our clients' best interests. Our relationships are predicated on trust, disclosure, and transparency.
And, our success is directly related to the satisfaction of our clients, and the effectiveness of their retirement plans.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 12597 New Brittany Blvd, Fort Myers,florida 33907,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://waterstonefs.com/
- Keywords
- financial planning, tax planning, tax preparation, Retirement Income Planning, Estate and Asset Protection, Wealth Management, Social Security benefits, Structured Income Planning, Income Optimization, Investment Management, Investment Strategy, Asset Management, financial advice, allocation plans, retirement engineering.
- HQ
- Fort Myers, Florida
- Competitors
- General Motors, Almondz, Tucker Group LLC, Crescent Capital.
Waterstone Financial Serivces Questions
Waterstone Financial Serivces's website is https://waterstonefs.com/
Waterstone Financial Serivces's LinkedIn profile is https://www.linkedin.com/company/waterstonefs
Waterstone Financial Serivces has
6 employees.
View email and phone details for 6
employees at Waterstone Financial Serivces.
Waterstone Financial Serivces's industry is
Financial Services
Waterstone Financial Serivces's top competitors are
General Motors,
Almondz,
Tucker Group Llc,
Crescent Capital.
Waterstone Financial Serivces's categories are Financial Services
Waterstone Financial Serivces's founding year is 2010
