Waterstone Financial - Fort Myers, Florida

Courtenay D.

I was introduced to Waterstone Financial by a friend after my husband passed away. Honestly, investment and retirement weren’t the highest priorities for me at the time, but I knew that I would eventually have to figure out what to do to move forward.

I met with James and was immediately struck by his sympathetic, yet pragmatic view of my situation. James took the time to listen and to understand my concerns. He never treated my questions as irrelevant. He was able to help me develop a sound plan for my future that was well within my comfort zone in terms of risk.

One of the things I appreciated most about working with James and his team was his policy of making sure his clients fully understand not only what, but why, on everything from his recommendations to when you move forward into actual contracts. I think we spent nearly an hour reviewing all of the terms of just two investments!

The entire team at Waterstone was fantastic to work with, always on the ball with answering my emails quickly and clearly. In a time of uncertainty and loss, I can’t thank them, and James, enough for helping me navigate all of the confusing details of investment and retirement. I highly recommend their services.

Iva S.

I became a client in 2011 while my husband was suffering with a terminal illness. With extraordinary medical expenses and limited resources, coping with the fears and anxieties of our financial future was almost unbearable. James and his team were instrumental in analyzing our situation and developing a very structured plan, making the path forward clear and manageable.

My husband later died, and my fears were quickly renewed. I felt alone and vulnerable, particularly when it came to finances. James was such a great comfort, helping me sort and complete all the various requirements, adjust income plans, comprehend Social Security, prepare taxes and all the many elements I was ill-prepared for. What a relief to have such a team of professionals sorting the clutter and mapping firm strategies during my time of great distress!

I feel one of the great services that James and his organization deliver is providing a level of certainty, comfort, knowledge and peace that goes far beyond the mechanics of the financial planning, advisory and tax preparation roles. His empathy and humanity are a true gift.

Abby G.

Absolutely fantastic financial planners in this office. They are highly professional and know their stuff. The greatest thing I get out of working with them is a total boost of confidence financially and we all have a great time while doing it. James and his team are so warm and have great senses of humor. Not a dull affair!

Greg N.