Waterstone Financial
Finance · Florida, United States · 201-500 Employees
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Overview
Headquarters
12597 New Brittany Blvd, Fort Myers, Flo...Phone Number
(239) 288-0977Website
www.waterstonefs.comRevenue
$34.2 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Waterstone Financial
Waterstone Financial is a well-established financial advisory firm based in Fort Myers, Florida, specializing in comprehensive retirement, tax, and income planning services. The firm is dedicated to helping clients maximize income, optimize taxes, and ensure effective wealth transfer through personalized financial strategies. Led by founding principal James Gallagher, Waterstone emphasizes trust, transparency, and ethical conduct in its client relationships. Their services include retirement income planning, tax planning and preparation, estate and asset protection, and wealth management, all tailored to meet the unique goals of each client.Explore more
Waterstone Financial Org Chart
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Revenue
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Founded In
Waterstone Financial
$34.2M
201-500
Private
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2018
JG
James GallagherWaterstone Financial Llc President & CEO
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Company Profile Activity
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Waterstone Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Waterstone Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Waterstone Financial.
Waterstone Financial Tech Stack
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Waterstone Financial is a well-established financial advisory firm based in Fort Myers, Florida, specializing in comprehensive retirement, tax, and income planning services. The firm is dedicated to helping clients maximize income, optimize taxes, and ensure effective wealth transfer through personalized financial strategies. Led by founding princi... Read More
