Expanding our services to better serve you!
The history of the GFA Wealth Design & Waterstone Financial merge.
A message from Andrew Barnett, GFA Wealth Design
Dear Friends,
It is my great pleasure to share the news that GFA Wealth Design is joining the Waterstone Financial family. Our businesses have shared office space and support staff for more than 10 years, so bringing the organizations together is a natural evolution in our long-established professional relationship.
Your current GFA Wealth Design team will continue to provide you with continuity in all facets of your investments and financial plans with the personal touch you value and expect.
Just as we take your financial planning seriously to help you prepare for a secure future, we are working together with the Waterstone team to help ensure continuity and provide a consistently high level of service now and in future. As we combine our resources and skills, we look forward to bringing you additional services and support.
Andrew Barnett
Relationship Director | Financial Advisor
GFA Wealth Design, now Waterstone Financial
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12597 New Brittany Blvd, Fort Myers, FL 33907
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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.
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