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.
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.
LEARN MOREAs 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.
- 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
