Credit Suisse

At Agnello Financial Group , we specialize in the comprehensive investment management of individual, retirement, and trust portfolios for a variety of clients. Our mission is to inspire and advise clients to achieve financial independence in order to maintain the lifestyle in retirement they deserve through proactive planning, sound investment strategies and objective, personal and professional service.

Glen Morris Financial is a premier financial services firm located in Boca Raton, FL, specializing in comprehensive investment and financial planning solutions. As trusted financial advisors, we offer a wide range of services tailored to meet your unique financial goals. Our expertise spans investments, retirement planning, tax strategies, and insurance solutions. Our investment services include diverse options such as bonds, common stocks, and various IRA types (Educational, Traditional, Roth, SEP, and SIMPLE). We also manage brokerage accounts and provide access to government securities, treasury bills, and notes. For those seeking long-term financial security, we offer variable annuities and customized financial planning.

Established in 1979, The GMS Group, LLC ourselves as specialists in tax-exempt municipal bonds. It provides the full range of investment products and services. The firm provides services to individuals, municipal bond funds, corporations, not-for-profit organizations, states, local governments, political subdivisions, pension funds, banks and insurance companies. The industries it serves comprise Gaming/Resort, Infrastructure and Enterprise, Skilled Nursing Centers/Hospitals/CCRC,s and Multi Family and Single Family Housing. The firm provides enhancing credit challenged complex Tribal financings using Grant Programs, Trust Assets, Land Settlements, Land Leasing Income, BIA programs and third party guarantees.