• Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
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Waterstone Financial Waterstone Financial
  • Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us

Contact Us – We’d love to hear from you

Call Us

Toll Free: (855) 817-2808

Fort Myers, FL: (239) 288-0977

Punta Gorda, FL: (941) 621-2108

Rochester, MI: (248) 419-2254

Fax: (855) 215-2227

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Email Us

Colleen Freedman:  colleen@waterstonefs.com

James Gallagher:  james@waterstonefs.com

Jim Slager:  jim.slager@waterstonefs.com

Sue Wood:  sue@waterstonefs.com

Amy Gallagher:  amy@waterstonefs.com

Visit Us

Main Office, Fort Myers, FL

We are located just off New Brittany Blvd in the Central Park area. We are the first building on the left as you enter the park.

Punta Gorda, FL – By Appointment

We sometimes use this executive suite just east of downtown on East Olympia Avenue in the Rivera Professional Plaza, on the second floor.

Rochester Hills, MI – By Appointment

We sometimes use this executive suite just east of Rochester Road on Romeo Street.  Go to east door on upper floor.

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

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Advisory Disclosure

Advisory services offered through J.W. Cole Advisors, Inc.  J.W. Cole Advisors, Inc. and Waterstone Financial are unaffiliated entities.  Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Check the background of your financial professional on FINRA’s BrokerCheck

Insurance Products are offered through Waterstone Financial LLC.    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company.

Neither J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax nor accounting advice.

Upcoming Events

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Cyber-Security & the Coming of the Drones

Join us to learn valuable techniques to secure your wealth and avoid identity theft. We will also discuss privacy concerns and the impact of advancing technology with an exciting and informative drone demonstration! Contact us to save your spot. Click above to RSVP.

© 2020 — Waterstone Financial 12597 New Brittany Blvd, Fort Myers, FL 33907 239-288-0977

  • Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us