Marmorstein Wealth Management – Financial Advisor in Boca Raton

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 also excited that you will be able to help us in all aspects both in my businesses and our personal matters and look forward to building a good relationship with you. Thank you for deciding to take me on as your client and we look forward to what the future brings.

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 is the best.

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 painstaking research needed to obtain the right answers. And, unlike other advisors who sell you a product and then disappear, Warren is always there to guide you, and adjust your investment strategy as needed. I recommend him wholeheartedly.

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.

I found Warren and his staff to be very knowledgeable and professional. They are a pleasure to work with, I highly recommend them. Thanks Warren!!