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  • CLIENT SOLUTIONS
    Individual Advanced Planning
    Asset Protection and Preservation

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

    Longevity Insurance

    When it comes to long-term planning, certain investments let you save on a tax-deferred basis. 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 >>

    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 >>

    Personal Financial Management

    Marcum's Personal Financial Management group is focused on your total financial wellness. Read More >>

    Wealth Management

    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 Enhancement

    Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Read More >>

    Corporate Benefits Group
    Employee Benefit 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.
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    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 Income Planning

    The key to a financially independent retirement is proper planning. Planning for retirement is an ongoing process.   Read More >>

     
     
MANAGEMENT
 
ABOUT US

Lawrence S. Simon, CPA*, PFS
Senior Vice President
Marcum Financial Services, LLC
Financial Advisor
Investment Advisor Representative

Raymond James Financial Services

1600 Market Street, 32nd Floor
Philadelphia, PA 19103
Phone: 215.297.2560
Email: larry.simon@marcumfs.com

Areas of Expertise
Comprehensive Financial Planning
Wealth Management
Investment Planning
Family Business Consulting
Accounting
Tax

Key Clients
High-Net-Worth Individuals & Families
Business Owners
Closely-Held Companies
Family-Owned Businesses
Medical Practices
Professional Services
Not-For-Profits

*Licensed by the Commonwealth of Pennsylvania

Raymond James does not provide accounting services.

Check the background of this investment professional on
FINRA's BrokerCheck

Lawrence S. Simon is a Senior Vice President of the Pennsylvania operations of Marcum Financial Services LLC. He provides investment counseling services. He assists clients with comprehensive financial planning services and strategic wealth management. Mr. Simon works closely with other professional advisors coordinating and implementing financial plans and strategies.

Mr. Simon has a vast array of accounting experience dedicated to the business needs of middle-market companies and family-based businesses in a broad range of industries. Additionally, he has a particular expertise working with medical practices of all sizes.

Mr. Simon is extensively involved in civic and charitable organizations including his tenure as a Trustee of the Reform Pension Board and the American Conference of Cantors. He has lectured and written extensively on financial planning and other business related topics.

Mr. Simon is a registered representative with Raymond James Financial Services. He is an investment advisor representative, a registered principal and a licensed insurance producer.

Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Pennsylvania Institute of Certified Public Accountants (PICPA)
   State Committee on Small Business, Chairman
Pennsylvania Small Business Development Center, Board of Directors
Reform Pension Board, Trustee
American Conference of Cantors
Union for Reform Judaism, Board of Directors
   Jewish Family Concerns, Committee Member
   Youth Congregation Committee, Vice Chairman
Golden Slipper Club & Charities, Board of Governors
Jewish Federation of Greater Philadelphia, Board of Directors

Education
Bachelor of Science, Accounting
Temple University

 

Check the background of this firm on FINRA's BrokerCheck

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

Investment advisory services at the New Haven, CT office are offered through Raymond James Financial Services Advisors, Inc.

NEW YORK, NY
750 3rd Avenue, 11th Floor
New York, NY 10017

MELVILLE, NY
10 Melville Park Road
Melville, NY 11747
ROSELAND, NJ
105 Eisenhower Pkwy, Suite 301
Roseland, NJ 07068

WEST PALM BEACH, FL
525 Okeechobee Blvd, Suite 750
West Palm Beach, FL 33401
PHILADELPHIA, PA
1600 Market Street, 32nd Floor
Philadelphia, PA 19103

NEW HAVEN, CT
555 Long Wharf Drive, 12th Floor
New Haven, CT 06511
DEERFIELD, IL
9 Parkway North, Suite 200
Deerfield, IL 60015
IRVINE, CA
1920 Main Street, Suite 950
Irvine, CA 92614
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