Waterstone Financial Information

Waterstone specilizes in a conservative approach to investing. The mission is to offer clients a Comprehensive Retirement, Tax and Income Planning experience. As an independent firm, Waterstone Financial can offer personal service and individual attention. As a member of the Global Financial Private Capital investment team, Waterstone advisors can offer very competietive asset management strategies. Waterstone Financial investors will enjoy strong companies that will hold their investments like Fidelity. Insurance products will be from solid A rated carries like Aviva and John Hancock. As a part of the Capital Wealth team in Naples, Waterstone Financial can offer you sophisticated wealth managment solutions. Waterstone Tax Services provides extensive tax expertice to help ensure your financial decisions have considered this important element.