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Marcum Financial Services
  • PERSONAL FINANCIAL MANAGEMENT

    DO YOU HAVE ENOUGH FOR RETIREMENT?


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  • RISK MANAGEMENT SERVICES

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The Marcum Personal Financial Management Process

M

MISSION

Defining a concise statement of your personal goals.

A

ADVICE

Developing strategies to guide prudent actions for the future.

R

RELATIONSHIPS

Understanding how your personal connections affect your goals.

C

CUSTOMIZED

Modifying the plan to suit your particular needs.

U

UNIFIED

Joining together all aspects of your financial, tax and legal plans.

M

MANAGEMENT

Controlling and monitoring the outcome of your plan.

WHY MARCUM FINANCIAL?

Marcum Financial Services was founded in late 2009 by combining the expertise of several professionals and firms with extensive investment, financial and business experiences. The combination of diverse backgrounds is pulled together by a shared set of values and a common approach to client service.

At Marcum Financial Services our mission is to help our clients achieve their own unique goals by managing their assets, preserving their wealth and building their financial legacies. We serve our clients using a consultative, team-based approach that examines all aspects of their financial lives. We put our clients' interests above our own or those of our firm. Our objective as an organization is to make a direct financial impact on the lives of our clients and accomplish our mission profitably, while giving back to our community.

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WE ARE YOUR PLANNING PARTNER
Our approach to investing is straightforward: Focus on becoming your partner in building the future you desire.

As we work together, we'll thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program.

Your Rights as a Client
  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality
  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality
We Are Your Planning Partner
 
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ABOUT RAYMOND JAMES

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.

Marcum Financial Services, An Independent Practice

Marcum Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.

OFFICES

Headquarters
10 Melville Park Road
Melville, NY 11747

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631.414.4020
info@marcumfs.com

 

CONNECT WITH US

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endors, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Marcum LLP, Marcum Technology, Marcum Search, Marcum BP, Marcum RBK (Ireland) are not affiliated with Raymond James.

 
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