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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 >>

     
     


WEBINAR | Quarterly Economic Update Conference Call

August 7, 2014 | 12:00 PM EST

Marcum Financial Services is pleased to invite all interested investors, professionals and prospects to participate in our 2014 quarterly economic update conference call. Steven Brett, President, Marcum Financial Services, Gerald Shantzer, Executive Vice President, Marcum Financial Services and Ronald Finkelstein, Partner, Tax & Business, Marcum LLP will discuss key economic indicators/results for the previous quarter as well as discuss the outlook for the balance of the year. The objective of this quarterly call is to illustrate Marcum’s thought leadership as well as showcase our services. In addition to a discussion regarding the economic climate (results & outlook), each quarterly presentation includes topics related to tax and financial planning issues.

 

SPEAKERS
Steven D. Brett
Steven D. Brett
President - Marcum Financial Services LLC
Branch Manager - Raymond James
Financial Services

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Steven D. Brett
Gerald A. Shantzer
Executive Vice President
Marcum Financial Services LLC
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David First
David First
Partner - Tax & Business Services
Marcum LLP

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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.

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

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

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