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  • CLIENT SOLUTIONS
    Advanced Planning
    Asset Protection and Preservation

    We provide a wide array of quality insurance alternatives for your family and your business. Read More >>

    Life Insurance

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Wealth Management/Financial Planning

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Longevity Insurance

    When it comes to long-term planning, certain investments let you save on a tax-deferred basis. Read More >>
    Long-Term Care Insurance (LTCI)

    The risk of contracting a chronic debilitating illness is considered by many to be one type of risk best passed on to an insurance company through the purchase of a LTCI policy. Read More >>
    Corporate Benefits Group
    Health and Welfare Plans

    Marcum Financial Services Corporate Benefits Group offers innovative and comprehensive employee benefit services for mid- and large businesses. Our advantage lies in proactive ideas, accessibility, flexibility and, most of all, personal service.
    Read More >>
    Health and Welfare Services

    Marcum Financial Services Corporate Benefits Group offers a range of core services as well as fee-based services.Read More >>

    Individual Retirement Planning
    Retirement Plans

    The key to a financially independent retirement is proper planning. Planning for retirement is an ongoing process.   Read More >>
     
     
Marcum Financial offers personalized financial strategy, not a generic 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

Your Investing 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 I recommend, so that you'll be fully comfortable with all aspects of your investment program.


Client Solutions
Our Services Include:
Advanced Planning
  Asset Protection and Preservation
Longevity Insurance Life Insurance
Long-term Care Insurance (LTCI)
Wealth Management/Financial Planning
Health and Welfare Plans
Individual Retirement Planning
Corporate Benefits Group
  Health and Welfare Plans
Health and Welfare Services
Individual Retirement Planning
  Retirement Plans
ABOUT RAYMOND JAMES LOCATIONS
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 Firm

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

© 2012 Raymond James Financial Services, Inc., member FINRA / SIPC | Privacy Notice
NEW YORK, NY
750 3rd Avenue, 11th Floor
New York, NY 10017 		MELVILLE, NY
10 Melville Park Road
Melville, NY 11747 		PHILADELPHIA, PA
3 Bala Plaza East, Suite 700
Bala Cynwyd, PA 19004
ROSELAND, NJ
101 Eisenhower Parkway
Roseland, NJ 07068 		WEST PALM BEACH, FL
CityPlace Tower
525 Okeechobee Blvd, Suite 750
West Palm Beach, FL 33401