Skip to content

Waterstone FinancialFinancial advisor in Fort Myers, FL

Waterstone Financial is a financial advisor at 12597 New Brittany Blvd, Fort Myers, FL 33907, ranked #39 of 84 financial planners in Fort Myers and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fort Myers, FLUpdated 0 paid placements in any rankingHow we rank

Call (239) 288-0977Website ↗

Key facts

Key facts about Waterstone Financial
Address12597 New Brittany Blvd, Fort Myers, FL 33907Get directions
Phone(239) 288-0977
Websitewaterstonefs.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Fort Myers and 9 towns within 25 miles: Villas, Cypress Lake, Cape Coral, Iona, North Fort Myers, San Carlos Park, Estero, Bonita Springs and Lehigh Acres.

Based in Fort Myers, FLView on map

Opening hours

Opening hours for Waterstone Financial
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Waterstone Financial

How is Waterstone Financial ranked in Fort Myers?

Waterstone Financial is ranked #39 of 84 financial planners in Fort Myers by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Waterstone Financial’s hours?

Waterstone Financial is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Waterstone Financial serve?

Serves Fort Myers and 9 towns within 25 miles: Villas, Cypress Lake, Cape Coral, Iona, North Fort Myers, San Carlos Park, Estero, Bonita Springs and Lehigh Acres. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Waterstone Financial?

Waterstone Financial has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Waterstone Financial?

Call Waterstone Financial on (239) 288-0977. The business is at 12597 New Brittany Blvd, Fort Myers, FL 33907. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Waterstone Financial? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Waterstone Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Waterstone Financial (this business)—645.0 (4)NoNo
Alexander Peter Wealth Management#37645.0 (13)——17.6 mi
Oakwood Capital Advisors, LLC#38645.0 (4)NoNo3.4 mi
Titan Financial#40645.0 (4)NoNo2.5 mi

See all 84 ranked financial planners in Fort Myers