Call Us Today:
863.467.0331

Small Business Retirement Plans in Okeechobee FL & Jacksonville FL

Smart Decisions for a Happy Retirement

Marcum & Associates provides retirement plans to small businesses in Okeechobee, Jacksonville, Orlando, Gainesville, West Palm Beach, Labelle, and surrounding areas.

For employees, having the right retirement plan in mind can provide the assurance of knowing that their income can continue to support their family once they retire. As a business, offering these plans to your employees can help ensure financial security and stability among your workforce.

Marcum & Associates offers retirement plans with the needs of individuals and employees in mind, with tax-deductible contributions that keep your business needs in mind. We offer quality plans with benefits that create sound financial futures, such as:

  • 401K Plans
  • IRAs
  • Pension Plans
  • Annuities

Contact Marcum & Associates today to learn more about the benefits and advantages you can receive by offering a retirement plan that’s right for you and your employees.

*Federal income tax laws are complex and subject to change. Neither Nationwide nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions. 

Our Locations

Okeechobee

1120 S Parrott Ave
Okeechobee, Fl 34974
Main office: 863-467-0331
Toll free: 800-551-0097

Commercial Dept.

1126 S Parrott Ave
Okeechobee, Fl 34974
Main office: 1-800-551-0097

Ft Pierce

5219 Okeechobee Rd
Ft Pierce, Fl 34947
Main office: 772-467-0005
Toll free: 800-551-0097

Mandarin

3617 Crown Point Rd Ste 3
Jacksonville, Fl 32257
Main office: 904-262-3500
Toll free: 800-551-0097

Orlando

2901 Curry Ford Rd Ste 209A
Orlando, Fl 32806
Main office: 407-896-8308

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.