• ABOUT US
  Firm Profile Core Values Management Profiles Raymond James Advantage

• 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 >>

• PLANNING APPROACH
  5 Step Consultative Client
  Management Process

  Individual investments and the markets fluctuate over time, and as professionals, it is our job to enable clients to make informed financial decisions using the full complement of resources that we offer. Read More >>

  MFS Wealth Management Formula

• RESOURCES
  Newsletters RIA Forms Articles Financial Calculators Stock Quote

• NEWS/EVENTS
   

• CAREERS
   

• CONTACT US
   

Investor’s Business Daily quoted Marcum Financial Services Senior Director Tim Neuville in an article about helping clients improve their financial lives.

Excerpt:

While Neuville doesn't scold clients who fail to tackle their to-do items within the allotted timeframe, he poses searching questions to learn more. For example, he might ask, "Is this important to you to get done?"

 

Click here to read full article as PDF >>