The Marshall Financial Group LLC

Specialties

Marshall Financial Group is an independent wealth management firm and Registered Investment Advisory (RIA) dedicated to growing and protecting our clients’ financial assets throughout every phase of life.

Our clients benefit from a holistic approach to wealth management and asset preservation. We are committed to your financial security and long-​term success. As an independent financial and insurance services firm, The Marshall Financial Group provides exceptional, unbiased advice based on your specific needs. We value relationships that lead to successful partnerships. Some of the products and services we offer include:

— retirement, college and estate planning

— fee-​based accounts

— investments, mutual funds, stocks, bonds and variable annuities

— 401k plans for small and mid-​sized companies

— life insurance, disability insurance and long-​term care

— home, auto and other personal insurance

History

Established in 2005.

Pete Marshall started The Marshall Financial Group in 2005 after five years as a Financial Advisor at MetLife. The Marshall Financial Group combines the personal service found in a small financial services firm along with big firm access to the latest investment and insurance products. We are very committed to creating client relationships based on trust, mutual respect and genuine care. Our affiliations with organizations like Securities Service Network, Inc., one of the premier independent broker/​dealers in the country, enable us to offer our clients a broad range of products — from asset management to personal insurance.