Broker Check
Joel Marius, RFC®

Joel Marius, RFC®

Wealth Advisor

“I love partnering with people and businesses to help them build, maintain, and preserve their wealth.”


Joel has over 23 years of experience in the financial industry and is a business owner and entrepreneur. Joel has been securities registered and life insurance licensed since 2010 and working for some of the largest financial institutions in the country as a top performer. Joel provides valuable resource, knowledge, and experience to help his clients with personal and business financial planning, retirement, investments, portfolio management, estate planning and insurance. Additionally, Joel loves teaching and helping people turn their passion into income through entrepreneurship. Joel is highly dedicated to his clients as his clients are like family.


Joel holds a bachelor’s degree in business administration and finance from the University of South Florida. Outside GTE Investment Group, Joel spends quality time with his family, enjoys boating, deep sea fishing, playing sports, watching sports, and traveling.

 

Joel & the GTE Investment Group are here to help you!

In today’s economy, a lot of unpredictable things can happen. If you experience a career change, loss of a job or a loss of income, the GTE Investment Group is a resource you can count on. Joel Marius is your local GTE Investment Group Financial Advisor and is ready to assist you with any of your Retirement/Investment needs, including:

 

  • Retirement Planning
  • 401K Rollovers
  • Pension Plan options
  • IRAs
  • Income Planning
  • Life Insurance
  • Estate Planning

To schedule a no cost, no obligation financial consultation with Joel, call 813.560.5673 or email him at joel.marius@ceterais.com

Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.

For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Investment Services LLC, nor any of its representatives may give legal advice.