Omni Financial Services, 12610 New Brittany Blvd, Fort Myers, FL 33907, US

GFA Wealth Design, based in Fort Myers, FL, has recently joined forces with Waterstone Financial to provide even better service and support to their clients. With a shared office space and a long-established professional relationship, the merger between GFA Wealth Design and Waterstone Financial is a natural evolution. The team at GFA Wealth Design, now operating under the Waterstone name, is committed to providing continuity and a high level of service, offering a range of financial planning services including retirement income planning, tax planning and preparation, estate and asset protection, and wealth management. By combining their resources and skills, GFA Wealth Design and Waterstone Financial aim to bring additional services and support to their clients, with a larger team and added resources and tools. The merger allows for increased efficiency in problem-solving, goal achievement, and financial planning, ensuring a secure and convenient experience for clients. With a focus on transparency, integrity, and consistency, GFA Wealth Design, now Waterstone Financial, is dedicated to serving the needs of their clients and providing them with the best possible financial planning solutions.Generated from the website

Cea Academy

Omni Financial Services

Pounders, Darrell

The Continuing Education Academy