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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

Amy Gallagher

Amy Gallagher has been with Waterstone Financial since the very beginning providing guidance and extra support wherever needed as the business has continued to grow.

Amy earned her BA from The University of Western Ontario in business and psychology.  Over the years she has been a top producing realtor as well as a property appraiser and mortgage broker.  James and Amy have been married for over 37 years and are the parents of two wonderful children!

In addition to providing ongoing administrative support at Waterstone Financial, Amy is a Notary Public and is the Owner of Island Pilates in Fort Myers. Amy has a passion for sailing, travel, golf and entertaining family and friends.

Meet More Team Members

Sue Wood

Sue Wood

Waterstone Tax Service

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Jim Slager

Jim Slager

Vice President

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James Gallagher

James Gallagher

Founder and President

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Colleen Freedman

Colleen Freedman

Client Relations

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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.

© 2021 — 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
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