Lawrence Margolin

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Lawrence Margolin Lawrence M. Margolin | Ameriprise Financial Services, LLC

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10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

A great day on the course at the 16th Annual RCI outing at Kiawah Island’s Turtle Point! ⛳ Wonderful to continue this an...
10/08/2026

A great day on the course at the 16th Annual RCI outing at Kiawah Island’s Turtle Point! ⛳ Wonderful to continue this annual tradition and enjoy a beautiful day of golf with a great group.

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future ...
09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

There is something about this time of year that invites a slower pace and better conversations. Between the changing sea...
09/24/2026

There is something about this time of year that invites a slower pace and better conversations. Between the changing season and the holiday calendar filling up, it can be a good moment to pause and think about what matters most for the months ahead. A quick check in now can bring more clarity and confidence later. Sometimes one conversation is all it takes to feel more prepared. If a warm drink and a meaningful catch up sound good, I am here for both. I would be glad to connect and talk through what is ahead.

🍂 Fall is a great time for a financial check-in.Keeping your plan up to date can help ensure it continues to reflect you...
09/21/2026

🍂 Fall is a great time for a financial check-in.

Keeping your plan up to date can help ensure it continues to reflect your priorities and where you want to go.

When was the last time you reviewed your financial goals?

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not repla...
09/18/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Address

5200 Town Center Circle Suite 600
Boca Raton, FL
33486

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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