Renowned Municipal Bond Firm, Stoever Glass Opens a Satellite Office in Boca Raton, Florida

Share Article

Renowned municipal bond Firm, Stoever Glass, opens a satellite branch in South Florida

News Image
Our expansion in to South Florida was designed to help better serve our already significant client base in the area

Stoever Glass opened its doors this month in Boca Raton, Florida marking the first satellite office of the renowned municipal bond Firm. Stoever Glass & Co. was started by Frederick Stoever in 1964 in New York City and has earned an excellent reputation for client service and tax-free advice throughout the years. Anticipating the needs of our wealthy clients, we started Stoever Glass Wealth Management and Stoever Glass Insurance Agency designed to offer multi-generational advice and financial planning. "We are thrilled about this location and by the warm reception we have received. Our expansion in to South Florida was designed to help better serve our already significant client base in the area" said Roland Stoever, President of Stoever Glass Wealth Management. Also located at this office is Dick Larkin, Director of Municipal Credit who has had an excellent reputation as a tax-free analyst for over 30 years. Joining Mr Larkin will be Larry Wolfe, Jim Byrne and David Lesko as Tax-free Investment Specialists. Also on site is Kosta Velis, CIMA, CFP who will be managing the branch and coordinate the wealth management and planning services for Stoever Glass Wealth Management. The office will be located at 225 NE Mizner Blvd., Suite 250, Boca Raton, FL 33432 and the phone number is 561-229-0770.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Roland Stoever
Stoever Glass
+1 (561) 229-0770
Email >

Kosta Velis, CIMA, CFP
Stoever Glass
(561) 229-0766
Email >
Visit website

Media