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Marcum Financial Services

Press Release


Marcum Financial Services, LLC Celebrates 10th Anniversary With Financial Literacy and Community Service Outreach


New York City, NY – Marcum Financial Services, LLC, an affiliate of Marcum LLP, will celebrate its 10th anniversary by giving back to its communities.  After a decade of helping clients reach their financial goals, and in keeping in the spirit of the Marcum Foundation, the company will dedicate the next 12 months to helping those in the communities where it does business progress towards achieving their goals as well.

Financial advisors in each of the six Marcum FS offices in New York City, Long Island, California, Florida, Illinois and Pennsylvania will provide financial literacy programs to a local school in their community. Advisors will also volunteer their time to charities of their choosing.

“Marcum has a strong ethic of giving back to the communities where we live and work. Celebrating 10 years of service to our clients is an opportunity to emphasize the importance of financial literacy and to lend our expertise to others who can benefit from understanding different types of investment vehicles, how to set financial goals, and how to approach the challenge of achieving them,” said Steven D. Brett, Marcum FS president.  “We are privileged to serve our clients every day, and now we have the chance to serve our communities as well.”

About Marcum Financial Services
Marcum Financial Services LLC is an independent investment and wealth management practice providing professional advice, risk management, and investment services. Marcum Financial Services is a member of the Marcum Group of companies. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Marcum Financial Services, Marcum Group, and Marcum LLP are not registered broker/dealers and are independent of Raymond James Financial Services.


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.


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