Montanti Advisory Services, LLC

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.

Aegis Capital Corp, founded in 1984, is a full-service retail and institutional broker-dealer based in New York City, dedicated to providing innovative financial solutions for individuals and institutions. With a team of over 400 financial professionals, the firm specializes in wealth management, investment banking, equity research, and a variety of alternative investment products. The company's commitment to client service is evident in its tailored approach to financial planning, retirement solutions, and private equity financing. Aegis Capital Corp prides itself on delivering quality service backed by extensive industry experience and a deep understanding of market dynamics. Generated from the website

Young Wealth Management, based in Pompano Beach, FL, provides investment services tailored to meet the individual needs of clients in today's dynamic financial landscape. With a commitment to maintaining a clear understanding of client objectives, the firm emphasizes relationship-building and proactive communication to navigate market conditions effectively. The company offers self-directed brokerage accounts and advisory services through affiliations with Kovack Securities Inc. and Kovack Advisors Inc., ensuring that clients receive knowledgeable guidance and support. Young Wealth Management is dedicated to helping investors identify appropriate investment products while adapting strategies to align with changing economic or lifestyle factors. Generated from the website