Indian River Financial Group

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.

Marmorstein Wealth Management is a Financial Advisor, Financial Consultant and Insurance Agent providing Financial Planning, Wealth Management, Stock brokerage, Retirement Planning, Insurance and Annuities services in Boca Raton, FL. and surrounding areas of Palm Beach, Broward, Miami-Dade, Monroe, Martin and St. Lucie counties, with a strong presence in the cities of Boca Raton, Delray Beach, Boynton Beach, Lake Worth, Wellington, West Palm Beach, Parkland, Coral Springs, Fort Lauderdale, Tamarac, Margate, Pompano Beach, Cooper City, Pembroke Pines, Sunrise, Plantation, North Miami, Miami Lakes, Miami, Kendall, Cutler Ridge, the Florida Keys, Jupiter, Stuart, and Port St. Lucie. As a Financial Advisor, Financial Planner, Stockbroker, Retirement Planner, Annuities Agent, and Insurance Agency, we are licensed to sell a variety of Financial and Insurance products to meet all Financial Advisor, Financial Planning, Wealth Management, Stock brokerage, Retirement Planning, Annuity, and Insurance needs. Services offered by Marmorstein Wealth Management cover all aspects of what a Financial Advisor does and what Financial Planning should be. Marmorstein Wealth Management provides a level of personalized service not found in larger Stock brokerage firms and larger Insurance Agencies. This includes helping clients develop a cohesive Financial Plan that fits each client’s unique needs to enable them to meet both short and long-term Financial Planning and Retirement objectives. We are licensed to provide Financial Advisor, Financial Planning, Wealth Management, Stockbroker, Retirement Planning, Annuity, and Insurance Agency services in multiple states to serve our clientele whether they live in Boca Raton, FL or anywhere else in the country.