Marcum Financial Services combines the expertise of several professionals and firms with extensive investment, financial and business experiences.
Our mission is to help our clients achieve their own unique goals by managing their assets, preserving their wealth and building their financial legacies. We serve our clients using a consultative, team-based approach that examines all aspects of their financial lives. Our objective is to make a direct financial impact on the lives of our clients and accomplish our mission positively, while giving back to our community.
Raymond James financial advisors may only transact business in states where they are registered. Followup and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Marcum Financial Services is an independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Asset Protection and Preservation, Longevity Insurance, Life Insurance, Long-term Care Insurance (LTCI), Wealth Management/Financial Planning, Health/Welfare Plans (Not offered through Raymond James), Health and Welfare Services, Individual Retirement Planning
10 Melville Park Road Melville, NY 11747 United States