Waterstone Financial is a well-established financial advisory firm based in Punta Gorda, FL, specializing in retirement income planning. Led by founding principal James Gallagher, their highly-personalized organization is committed to providing comprehensive retirement, tax, and income planning services that align with their clients' best interests. With a focus on trust, disclosure, and transparency, their dedicated team of financial advisors and relationship managers work closely with each client to engineer integrated financial plans that maximize income, optimize taxes, and ensure effective wealth transfer.
Waterstone Financial offers a range of services including retirement income planning, tax planning and preparation, estate and asset protection, and wealth management. Their goal is to help clients achieve financial freedom by protecting their lifestyle, making the best use of tax advantages, securing their hard-earned savings, and making strategic investment choices. With a commitment to staying up-to-date with the latest news and insights, they provide helpful resources such as articles, news, videos, and FAQs to assist clients in navigating their financial journey.
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