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David A. Marcus & Associates

dam-inc.com

Founded Year

1981

Stage

Acquired | Acquired

About David A. Marcus & Associates

David A. Marcus & Associates provides financial products and services. It offers estate planning, retirement planning, wellness benefit programs, life settlement solutions, and other services. The company serves individuals and business owners. It was founded in 1981 and is based in Deerfield, Illinois. In January 2023, David A. Marcus & Associates was acquired by NFP. The terms of the transaction were not disclosed.

Headquarters Location

570 Lake Cook Road Suite 115

Deerfield, Illinois, 60015,

United States

847-945-8711

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Latest David A. Marcus & Associates News

NFP swoops for Illinois firm

Mar 22, 2023

| Insurance Business America Property and casualty (P&C) broker NFP has announced that it has acquired David A. Marcus & Associates and Deerfield Financial Group, collectively known as David Marcus. The deal closed on Jan. 13. Illinois-based David Marcus is a multidisciplinary insurance broker and consultant that provides a range of financial products and services to both individuals and business owners. As part of the transaction, firm founder David A. Marcus will join NFP. He will report to Michael Schneider, president of NFP’s central region. “We’re very excited to welcome David and his team of insurance and financial planning professionals to NFP,” Schneider said. “This addition helps us expand our capabilities, expertise and relationships in and around Chicago and enhances our ability to help clients achieve their wealth goals. “In our central region and across NFP, we remain committed to strategic growth, and welcoming firms that share our values, like David Marcus, is part of that commitment.” Marcus and his team offer advice on group benefit programs, individual benefits, and life insurance and related coverage such as long-term care insurance, annuities and disability insurance, NFP said. The firm also offers retirement plan advisory and wealth management services to both corporate and individual clients.

David A. Marcus & Associates Frequently Asked Questions (FAQ)

  • When was David A. Marcus & Associates founded?

    David A. Marcus & Associates was founded in 1981.

  • Where is David A. Marcus & Associates's headquarters?

    David A. Marcus & Associates's headquarters is located at 570 Lake Cook Road, Deerfield.

  • What is David A. Marcus & Associates's latest funding round?

    David A. Marcus & Associates's latest funding round is Acquired.

  • Who are the investors of David A. Marcus & Associates?

    Investors of David A. Marcus & Associates include NFP.

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