Marmorstein Wealth Management - Financial Advisor in Boca Raton

Reviews

• Scott Bender

  Apr, 26 2018
  ★ ★ ★ ★ ★
  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.
• Dr. Jamie Turndorf

  Jan, 29 2018
  ★ ★ ★ ★ ★
  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.

Photos and maps

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