History
As a certified financial planner, investment advisor, insurance broker, estate planner and employee benefits specialist, David A. Marcus brings a wealth of financial knowledge to each client's unique situation. In addition to his extensive experience, David's dedication, talent and commitment to excellence are the cornerstone for solutions that help address the unique goals and objectives of each individual, family, or business owner. David specializes in business and estate planning with an emphasis on preserving and building estates through forward-looking financial strategies. David A. Marcus and his associates have been helping clients protect their current wealth and create long-term futures for more than 30 years. His experience and dedication to staying on top of the constant change in individual and business financial issues means that he helps to deliver clear, focused planning to his clients.
Specialties
Overall Financial Planning, Employee Benefits, and Insurance Brokerage Firm. - Health Insurance - Life Insurance - Disability Insurance - Long Term Care Insurance - Estate Planning - Financial Planning and Wealth Management - Property and Casualty Insurance