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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.
    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 Income Planning

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

     
     
News/Events

News 2017

October 27, 2017
The Philadelphia Inquirer interviewed Steve Brett, president of Marcum Financial Services, and Jeffrey Winkleman, partner-in-charge of corporate taxation, for an article about the proposed cap on 401(k) contributions.

May 8, 2017
National 529 College Savings Day is 5/29: 12 Overlooked Benefits of 529 Plans beyond the Tax Incentive

May 5, 2017
CNBC.com interviewed Marcum Financial Services President Steven Brett about the hidden benefits of 529 college savings plans.

News 2016

November 18, 2016
The New York Times quoted Steve Brett, president of Marcum Financial Services, in an article about the advantages of trusteed IRAs.
By Paul Sullivan

Newsday consulted MFS President Steven Brett for a column about 401(k) fees.
By Jamie Herzlich, Newsday

Bringing Deferred Compensation On Shore by December 31, 2017: What Can You Do To Minimize the Tax Burden?
By Robert Spielman, Partner, Tax & Business Services & Lisa Marino, Vice President, Wealth Preservation, Marcum Financial Services LLC

Lisa Marino, Vice President of Wealth Protection and Insurance Advisory at Marcum Financial Services, spoke with Long Island Business News about the importance of regularly reviewing insurance premiums
By Claude Solnik

News 2015


Marcum Financial Services President Steven Brett Awarded Top Financial Advisor


Top Year-End Investment Tips
By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

Retirement Planning for Millennials
By Jason Kirsch, Financial Advisor, Marcum Financial Services LLC

Steven Brett, President, Marcum Financial Services, Quoted in Long Island Business News Article, "Retirement Planning for Late Starters"
By Kristen D’Andrea

News 2014


Lisa Marino Featured in Long Island Business News’ Ones to Watch: Banking/Wealth Management


Today is National 529 College Savings Day;
12 Things to Know About 529 College Savings Plans from Marcum Financial Services



Steve Brett, President, Marcum Financial Services, Quoted in Fox Business Article, "The New Normal? Some Parents Plan to Aid Children 5 Years after Graduation."
By Kathryn Buschman Vasel FoxBusiness.com

Marcum Financial Services Expands into New England
By Claude Solnik, Long Island Business News Journalist

Marcum Financial Services Expands Into New England; JoAnne DePalma Named Director


Steve Brett, President, Marcum Financial Services, Quoted in Long Island Business News Article, "Securities-based lending on the rise."
By Kristen D’Andrea, Long Island Business News Journalist

Marcum Financial Services Launches Marcum Benefits Marketplace


Steve Brett, President, Marcum Financial Services, Quoted in U.S. News & World Report Article, "Tax Advice for Millennials."
By Kimberly Palmer, Senior Editor, U.S. News Money

12 Financial Resolutions
By Raymond James

News 2013


Marcum Financial Services Names Lisa Marino Vice President


13 Financial Planning Strategies for 2013
by Steven D. Brett, President of Marcum Financial Services LLC

Bonds, Interest Rates, and the Impact of Inflation
by Steven D. Brett, President of Marcum Financial Services LLC

Five Keys to Investing For Retirement
by Steven D. Brett, President of Marcum Financial Services LLC

How Much Annual Income Can Your Retirement Portfolio Provide?
by Steven D. Brett, President of Marcum Financial Services LLC

Marcum Financial Services Featured in The Metropolitan Corporate Counsel Article “Marcum LLP And Marcum Financial Services Form Healthcare Reform Task Force”


Marcum Financial Services is recognized of Accounting Today’s Top AUM Wealth Management firms in the industry


Marcum LLP and Marcum Financial Services Form Healthcare Reform Task Force


Steven D. Brett, President, Mentioned in the Long Island Business News' Wealth Management Ones to Watch Section

News 2012


Steven D. Brett, President, Quoted in CNBC.com Article “Stop Juggling That Handful of 401(k)s and IRAs”
by Albert Bozzo, Senior Features Editor

Health Care Reform: Increased Medicare Taxes on High Earners


Teach Your Children Well: Basic Financial Education
by Steven D. Brett, President of Marcum Financial Services LLC

Captial Available at Attractive Rates (as low as 2.5%) with Securities
Based Line of Credit Available Through Raymond James

by Steven D. Brett, President of Marcum Financial Services LLC

Health Care Reform: What do Employers do with MLR Rebates?


Health Care Reform: What's Next After the Supreme Court's Decision


In-Service Withdrawals from 401(k) Plans
By Steven D. Brett, President of Marcum Financial Services LLC

Life Insurance Riders that Pay for Long-Term Care
By Steven D. Brett, President of Marcum Financial Services LLC

Marcum Financial Expands Services to Include Divorce Financial Planning
By Steven D. Brett, President of Marcum Financial Services LLC

Plan Sponsors Prepare for Department of Labor 408(b)(2)
by Steven D. Brett, President of Marcum Financial Services LLC

Trusteed IRA
By Steven D. Brett, President of Marcum Financial Services LLC

News 2011


Capital Expenditures: What a Relief!
By Andrea Bains, Tax & Business Services

Financial Planning for Women
Steven D. Brett, Marcum Financial Services, LLC

Inflation Helps Increase Tax Benefits in 2011
By Danielle Felice, Tax & Business Services

Managing Fixed Income Risks in 2011


Quick Fix for AMT in the 2010 Tax Relief Act
By David Chang, Tax & Business Services

Residency Issues for International Entertainers and Athletes
By Glenn Tanzer, Tax & Business Services

Retirement Plan Review and Cutting Fees


Steven D. Brett Achieves Membership in Raymond James Financial Services 2012 Executive Council

News 2010


An Update on the Home Office Deductions
By Caroline Crosby, Manager - Tax & Business Services

Change in Material Participation Standard for Members of LLCs and LLPs


Death and Taxes. Think Again.
By Dane Dickler, Senior Manager - Tax & Business Services

Deferral of COD Income
By Sean Kelley, Senior - Tax & Business Services

Dollar Cost Averaging
By Steven D. Brett, Marcum Financial Services LLC

Election Available to Carryback NOLs up to 5 Years – Set to Expire
By Cari Manteiga, Senior - Tax & Business Services

Employee Stock Ownership Plans
By Don Cooper, VP Life Brokerage Principal Financial Group

IRS To Stop Automatic Mailing of Tax Packages in 2010
By Michael Pytka, Staff Accountant - Tax & Business Services

Municipal Bonds: A Little Home Cooking
By Steven Brett, President Marcum Financial Services, LLC

Taxes to Think About
By Diane Giordano, Partner - Tax & Business Services & Danielle Felice, Senior Accountant - Tax & Business Services

Tuition Planning and use of Code Sec. 529
By Shauna Dell, Supervisor - Tax & Business Services
ASK MARCUM

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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.

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