About Marmorstein Financial Group

Marmorstein Financial Group is "A+" rated by the Better Business Bureau.  We offer independent and objective planning and product consultation, including principal protected investment strategies, insurance planning, income & estate tax planning, and other professional services and products to individuals, including but not limited to financial and retirement planning, college education planning, special needs planning, estate planning, insurance, annuities, and asset protection.  We are appointed with approximately 50 different insurance companies and shop amongst all of them to provide our clients with the highest coverage at the most reasonable cost.  We are licensed in several states to be able to serve clientele no matter where they live. 


Business consulting services provided by Marmorstein Financial Group are rendered predominantly by Mr. Marmorstein, a 40 year CPA, and other CPA/accountants on staff that support him.  


As competent and experienced financial and insurance professionals, our main priorities are respectability and reliability when it comes to advising our clients.  We are independent in giving such advice since we are not bound to any one insurance or investment provider. We have built our work's mission statement from these four guiding themes:


  • Expertise
    We provide expertise in all areas of our practice, and we ensure this based on the experience we have gathered over the 30 plus years in the business. Additionally, we take part in relevant continuing education on an on going basis.
  • Customer service
    We place great importance and take great pride in considering ourselves to be respectable, responsive, and a reliable partners to our clients.
  • Individual solutions
    Our experience shows that there is seldom a universal solution when it comes to the right insurance or investment decision. We believe in creating customized insurance and investment solutions for our clients.
  • Long-term partnerships  We believe in long-term relationships with our clients and we attend to their personal and business needs.


See Mr. Marmorstein on the radio show, Ask the Experts" to learn about our investment philosophies and financial planning approach!

WZBT Radio 1230 Radio Appearance


We are happy to discuss your needs by phone, meet with you in person and/or analyze your current situation on a FREE no-obligation basis!  Call Mr. Marmorstein NOW at (561) 270-3006, or outside of South Florida callers toll-free at (888) 858 2453.


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Check the background of this financial professional on FINRA's BrokerCheck