Investment Strategies, Insurance Products, Tax Planning & Preparation, and More Services

Warren Marmorstein, Financial Advisor in Boca Raton, Florida

Insurance, fixed annuities, tax, and other services are offered by Marmorstein Financial Group, inclusive of it's Seniors Financial and Health Care division, both entities being affiliates of Marmorstein Wealth Management.  Such services are of a non brokerage securities nature and include:

*  Principal protected investment strategies, primarily using fixed annuities, fixed indexed annuities, and cash building life insurance policies.

*  As an insurance agency we offer health, long term care, disability, and life insurance.  

*  Income tax planning and tax return preparation focusing on reducing taxes of all kinds within  IRS guidelines (income taxes, social security taxes, taxes on distributions from IRA, 401-k, and other qualified plans, capital gains and estate taxes).

Business needs - As your financial consultant we provide written business plans, financial projections, budgets, due diligence on mergers and acquistions, succession strategies for the owner/operator of  closely held businesses, buy/sell agreements, design and implementation of employee benefit plans, key man life insurance and group life and health insurance plans.

* Charitable Giving

* Mortgage Options

Visit for more information.

Both Marmorstein Financial Group and Seniors Financial and Health Care are non-affiliated separate entitities from Kovack Securities/ Kovack Advisors.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck