Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and even health insurance benefits.

• Health Insurance administration and claims processing.
• Basic administrative functions including but not limited to faxing, coping, scanning, phone, mail and support other staff, when necessary
• Communicate quickly and effectively with clients and vendors.
• Regular client interaction including appointment sche...