Sue Wood
Waterstone Tax Service
A close and trusted friend of the Gallagher family for many years, Sue Wood began providing tax preparation services for Waterstone Tax Services in 2013.
Sue brings many years of experience from her extensive business management and entrepreneurial background. She has been instrumental in several small business startups and operates a very successful accounting service.
Sue possesses an uncompromising work ethic, meticulous attention to detail and sound judgement. She applies these traits consistently to ensure accurate tax preparation, reduce tax burdens and provide maximum asset protection for our tax clients.
Sue is from Southeast Michigan and has been a part-time resident of Southwest Florida for more than 16 years. When not working diligently in the office, Sue has a passion for cooking, catering special events, entertaining friends and family and volunteering for local charities.
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12597 New Brittany Blvd, Fort Myers, FL 33907
239-288-0977
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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