Strategic Retirement Group

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.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Diversified Retirement Income Specialists, Inc. is a trusted financial advisory firm based in Jupiter, FL, dedicated to providing independent and high-quality services to both current and prospective clients. With a focus on investments, long-term care insurance, life insurance, and financial planning, their team collaborates with clients to develop personalized strategies that align with their goals and objectives. As registered and licensed professionals, the Financial Advisors associated with Diversified Retirement Income Specialists, Inc. offer securities and advisory services through Commonwealth Financial Network, a reputable Registered Investment Adviser. Committed to transparency and client satisfaction, they strive to deliver valuable insights and solutions to help individuals navigate the complexities of retirement planning and achieve financial security.Generated from the website