MARMORSTEIN WEALTH MANAGEMENT
Marmorstein Wealth Management
Boca Raton FL Wealth Management and Financial Advisor
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Warren A. Marmorstein, CPA Founder and President |
Today's investment climate offers unprecedented opportunities. At Marmorstein Wealth Management, "A +" rated by the Better Business Bureau, our mission is to help clients take advantage of financial opportunities by providing them with three key tools:
1. A clear understanding of their financial goals.
2. A roadmap for achieving those goals.
3. Advice to help adjust their roadmap when their needs change.
Services offered by Marmorstein Wealth Management cover all areas of financial management. From investment and retirement planning to risk management and estate conservation, the firm specializes in helping its clients develop a cohesive financial plan that fits their unique needs and assists them to meet both short and long-term objectives. Products of varying types are then carefully selected to accomplish those objectives. We are licensed in several states.
For more information, please call (561) 270 3006. Outside of South Florida callers may phone toll-free at (888) 858-2453.
Watch this 2-minute video about Marmorstein Wealth Management's products and services.
If you are unable to see the video below, you may need to adjust your Internet Security Settings. Security settings may be changed in 1 of the 3 locations (dependent upon which browser you are using): 1) on the browser line (either before or after the website address), 2) at the bottom of the page or 3) in your Internet Security Settings.
See Mr. Marmorstein on the radio show, "Ask the Experts" to learn about our investment philosophies and financial planning approach!
WSBR Radio 740 AM. Appearance, March 24, 2016
For more information, please contact us at (561) 270 3006. Outside of South Florida residents may phone toll-free at (888) 858-2453.
Newsletters
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Concerned About Cyberattacks? The Threat Is Real
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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Debt After Death: What Happens to Debt When Someone Dies?
This article provides an overview of how debts are settled after the death of a loved one.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.