Wealth
Management & Advisory Services
Margolis Financial Services, L.L.C., an independent wealth management and advisory firm, offers securities through Raymond James Financial
Services, Inc., member FINRA/SIPC, a registered broker/dealer
for independent financial planners and brokers, offers a wide array of wealth
management and advisory services, including:
- Asset Management
- Banking Services and Lending Programs
- Cash Management
- Alternative Investments
- Concentrated Equity Strategies and Techniques
- Certificates of Deposit
- Fee-Based
Accounts
- Insurance & Annuities
- Investment Banking
- Mutual Funds
- Research
- Retirement
Plans
- Stocks & Bonds
- Trust
Services
All securities transactions will be cleared through
Raymond James & Associates, a New York Stock Exchange member
firm and affiliate of Raymond James Financial Services.
The services of Margolis & Company P.C. are not affiliated with Raymond James Financial Services.
To reach one of our Managing Directors, please contact Gerald
A. Shantzer, CPA, Financial Planner at jshantzer@marg.com or Lawrence
S. Simon, CPA, Financial Planner at lsimon@marg.com
This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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