See Mr. Marmorstein on the radio show, "Ask the Experts" to learn about our investment philosophies and financial planning approach!. Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each. This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Use this calculator to estimate the cost of your child's education, based on the variables you input.
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Use this calculator to estimate the cost of your child's education, based on the variables you input.
Services
Our registered securities branch location is located in Boca Raton, Palm Beach county, Florida. You will find us one block north of Glades Road just west of I-95 and approximately 4 miles east of the Florida Turnpike. The building is shown in the photograph. We also have four non securities offices to meet by appointment in Miami-Dade, Broward and Palm Beach counties.
Marmorstein Wealth Management has been working with individuals and businesses for many years and is licensed to sell a variety of financial and insurance products. Products and services are offered by Mr. Marmorstein and his staff of supporting professionals. We are licensed in several states to be able to serve clientele no matter where they live.
We are full-service financial planners and financial advisors (offering brokerage accounts) and via our insurance agency and tax affiliate, namely Marmorstein Financial Group (inclusive of its Seniors Financial and Health Care division), we offer life insurance, health insurance, fixed annuities and tax services.
Financial Planning and Wealth Management Services For High Net Worth Investors from Marmorstein Wealth Management. Marmorstein Wealth Management provides fee based private wealth management services to high net worth individuals through an investment advisory discipline that incorporates financial planning, active financial advisor portfolio management and a number of aggregated financial services.
Whether you are interested in private wealth management, stockbroker brokerage services, securities, financial planning, retirement planning, life insurance, health insurance and or annuities, we conduct FREE educational seminars throughout the year at various locations. We are also available to customize and present a seminar specific topic to your group, organization, or business.
Reviews (5)
Adam Fox
Dec 02, 2018
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Warren, We just wanted to thank you for going above and beyond and explaining everything in such great detail to us during our meeting today. Paula, while quiet, was especially appreciative as she has never taken a finance or business class in her life and after the meeting said she had a much greater understanding of what everything meant. It also gave her great peace of mind as she has been worried for quite a while that we were not saving for retirement and planning for our children's college education. We definitely feel a personal touch to your services that we were not getting before. I am
Tina Martin
Sep 11, 2014
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I was introduced to Warren Marmorstein more than 15 years ago. The fact that he has been in business for 30 plus years and has so many federal and or state licenses such as being a stock broker, life, health, annuity agent, a CPA and an estate planning has instilled in me the confidence to continue to have him assist me with all of my financial needs, securities and annuity purchases and my taxes. Not only is he extremely knowledgeable and professional but he makes me feel as if I’m his only client and has always put my business needs first. I would recommend Mr. Marmorstein to everybody, he
Scott Bender
Dec 16, 2013
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Warren and his staff are very professional in the way they conduct their affairs. He takes the time to LISTEN to what his clients have to say, and he understands what they are trying to achieve. He does not make rushed recommendations, and his "game plan" is tailored to each individual. He cares about his clients and does his best to meet his client's expectations.
Josh Konigsberg
Sep 09, 2013
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Dr. Jamie Turndorf
Sep 08, 2013
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Warren Marmorstein is the finest financial advisor I have even encountered. He is incredibly knowledgeable, and unlike other advisors who just try to sell you investment from the small group of companies they are licensed to sell, he leaves no stone unturned when it comes to finding the right investment for his clients. In addition to finding the right investments, he thoroughly explains all options, makes detailed projections to support his recommendations, and spends as much time as is needed answering questions. And, in the event that your questions involve tax or legal questions, he does the
