Waterstone Financial Serivces
Financial Services • 
Fort Myers, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 12597 New Brittany Blvd, Fort Myers, Florida 33907, US |
| Phone number | +12392880977 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Asset Management, Financial Planning, Financial Advice, Tax Planning, Investment Management, Retirement Income Planning, Tax Preparation, Investment Strategy, Structured Income Planning, Social Security Benefits, Estate And Asset Protection, Income Optimization, Allocation Plans, Retirement Engineering |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Waterstone Financial Serivces
James Gallagher
President & CEO Waterstone Financial LLC
Waterstone Financial Serivces Email Formats
Waterstone Financial Serivces uses 2 email formats. The most common is {first initial} (e.g., j@waterstonefs.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@waterstonefs.com | 66.7% |
{first name}.{last name} | john.doe@waterstonefs.com | 33.3% |
About Waterstone Financial Serivces
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.
Waterstone Financial Serivces revenue & valuation
| Annual revenue | $6,442,447 |
| Revenue per employee | $1,074,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $20,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Waterstone Financial Serivces has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Waterstone Financial Serivces has never raised funding before.
Waterstone Financial Serivces Tech Stack
Discover the technologies and tools that power Waterstone Financial Serivces's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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