MARCUM BENEFITS MARKETPLACE

Welcome to the Marcum Benefits Marketplace for Employer/Employee/Individual benefit solutions. At Marcum, we know that when it comes to purchasing, you have more choices than time.

It's our mission to deliver meaningful time-savers, educational tools and problem-solving processes to help you make those critical business decisions. The marketplace you are currently learning about is unique in its design. This is a built-by-design tool for small to middle market business owners, C-suite executives and individuals... all of the benefit plan decision-makers…at companies with as few as 15 full-time employees.

The Marcum Benefits Marketplace offers users relief from the annual agony of re-subscribing, redefining and, administratively, reassigning benefits throughout their companies. From shopping for providers to comparing plans, Marcum and our highly trained professionals relieve you of the tedious minutiae, freeing you to get back to what you do best… running your company. The end result? A custom-branded, purpose-built tool that empowers your employees with choice and information and allows you the benefit of the vast experience of the Marcum benefits team.

 

FIRM PROFILE

Marcum Financial Services was founded in late 2009 by combining the expertise of professionals and firms with extensive investment, financial and business experience.

The combination of diverse backgrounds is pulled together by a shared set of values and a common approach to client service.

At Marcum Financial Services 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. We put our clients’ interests above our own or those of our firm. Our objective as an organization is to make a direct financial impact on the lives of our clients and accomplish our mission profitably, while giving back to our community.

At Marcum Financial Services we strive to meet and exceed our clients’ expectations. We make these commitments to each of our clients: protect their privacy and confidentiality, adhere to a disciplined investment process, provide objective and client-centered recommendations and give regular and effective communication.

As independent professional advisors, we offer a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

We will always provide value that exceeds the perceived cost to our clients and shareholders.

MARCUM FINANCIAL SERVICES

In addition to traditional health insurance, we offer a robust lineup of financial products and services to cover our clients through all of life’s stages.

At Marcum Financial Services 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. We put our clients’ interests above our own or those of our firm. Our objective as an organization is to make a direct financial impact on the lives of our clients and accomplish our mission profitably, while giving back to our community.

VISIT US AT WWW.MARCUMFS.COM

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