Marshall Financial Group

Marshall Financial Group

Financial Services, 225 International Cir, Hunt Valley, Maryland, 21030, United States, 1-10 Employees

marshallfinancialgroup.com

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phone no Phone Number: 41********

Who is MARSHALL FINANCIAL GROUP

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

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  • 225 International Cir, Hunt Valley, Maryland, 21030, United States Headquarters: 225 International Cir, Hunt Valley, Maryland, 21030, United States
  • 2005 Date Founded: 2005
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from MARSHALL FINANCIAL GROUP

Marshall Financial Group Org Chart and Mapping

Employees

Jesse Kapito

Investment Operations Analyst

Sarah Jones

Client Service and Operations Specialist

Amy Sommers

Registered Client Service Associate

Pete Marshall

President, Senior Financial Advisor

Lisa Pezzella

Financial Services Specialist

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Frequently Asked Questions Regarding Marshall Financial Group

Answer: Marshall Financial Group's headquarters are located at 225 International Cir, Hunt Valley, Maryland, 21030, United States

Answer: Marshall Financial Group's phone number is 41********

Answer: Marshall Financial Group's official website is https://marshallfinancialgroup.com

Answer: Marshall Financial Group's revenue is $5 Million to $10 Million

Answer: Marshall Financial Group's SIC: 6282

Answer: Marshall Financial Group's NAICS: 523940

Answer: Marshall Financial Group has 1-10 employees

Answer: Marshall Financial Group is in Financial Services

Answer: Marshall Financial Group contact info: Phone number: 41******** Website: https://marshallfinancialgroup.com

Answer: Marshall Financial Group is an independent wealth management firm and Registered Investment Advisor (RIA) dedicated to growing and protecting our clients financial assets throughout every phase of life. Marshall Financial Group was founded on the guiding principle of developing personal relationships with our clients and a team culture based on honesty, kindness, and integrity. Working together, we strive to help identify and pursue your personal and financial goals as well as help to create and maintain a meaningful, fulfilling life balance for both our clients and our team. Through planning, sound investment strategy, and personal relationships, we help clients work towards their financial goals with confidence. Come rain or shine together, well encourage your investments to grow for years to come. Marshall Financial Group is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Marshall Financial Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Marshall Financial Group unless a client service agreement is in place. Comments by viewers or third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Marshall Financial Group has reasonable belief that any content posted by a Third Party does not contain untrue statements of material fact, or misleading information regarding its advisory services. Content posted by third parties is not attributable to Marshall Financial Group as the information within these posts was not provided by Marshall Financial Group. Public comments posted on this site are not selected, amended, deleted or sorted in any way.

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