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Marcum Financial Services

Michael Krantz


 
Sales Associate Private Client Services
Marcum Financial Services, LLC


 

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

Michael Krantz is a financial services professional and sales associate of private client services at Marcum Financial Services, LLC based in New York, NY.

Mr. Krantz' unique, real world experience working with individuals and small business owners helped developed his approach to create tailored and dynamic financial solutions that address client insurance needs, goals and expectations, through the life of the client and beyond.

Mr. Krantz helps pre-retirees and retirees navigate the complex retirement landscape as it relates to Social Security, Medicare, income-related needs, and wealth transfer.

For more than five years, Mr. Krantz has been one of the top Medicare Advantage & Supplement producers for UnitedHealthcare in the Greater New York City area. He has a strong track record as an AARP UnitedHealthcare Authorized to Offer agent and has been a member of the UnitedHealthcare Medicare New York Broker Council for over three consecutive years. He received recognition for being a top performer within his channel.

Mr. Krantz is a proficient public speaker, conducting lectures on topics including Medicare beneficiary entitlements and benefits. He is experienced in the various health plan options, including Medicare Advantage plans, Medicare supplement plans, and prescription drug plans.

A successful financial services professional with MassMutual Financial Group Greater Long Island, Mr. Krantz received high honors and awards including Rookie of the Year (2014).

Mr. Krantz holds life, health and accident insurance licenses in New York, New Jersey and Florida.

Subject Matter Expertise

Investment Management
Portfolio Development
Financial Planning
Retirement Planning
Medicare

Practice Focus

Small Business Owners
High Net-Worth Individuals & Families

Education

Bachelors of Science, Business Administration
Northeastern University D'Amore-McKim School of Business

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ABOUT RAYMOND JAMES

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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10 Melville Park Road
Melville, NY 11747

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631.414.4020
info@marcumfs.com

 

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