Merus Global Investments

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Boca Raton, FL area, Regina Collaro will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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.

Cardinal Point Wealth Management is a Canadian and U.S. wealth management firm dedicated to serving the sophisticated needs of high-net-worth families navigating cross-border financial complexities. With a fiduciary standard, their team provides tailored investment management, financial, estate, and tax planning solutions for clients in Canada, the U.S., and expatriates living abroad. Focused on delivering a seamless financial experience, Cardinal Point assists individuals and families transitioning between Canada and the U.S. by addressing critical issues such as departure taxes, asset management, and estate planning. Their expertise ensures that clients can effectively manage their wealth while minimizing tax liabilities and optimizing financial strategies across borders. Generated from the website