Marshall Financial Group

Marshall Financial Group Employee Directory

Financial ServicesMaryland, United States11-50 Employees

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, we’ll 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.

Find Marshall Financial Group employees' phone numbers or email addresses

Marshall Financial Group Global Highlights

Location
Employees

North America
47

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  • United States Of America
    47

Marshall Financial Group's Leadership

  • Stylized image of a person
    H. S.
    Chief Operations Officer
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  • Stylized image of a person
    P. M. C.
    Managing Partner, Senior Financial Advisor
    Phone icon
  • Stylized image of a person
    A. P.
    Partner, Senior Financial Advisor, Director Of Investment Management
    Phone icon
  • Stylized image of a person
    P. M.
    Owner
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  • Stylized image of a person
    P. E.
    Senior Vice President - Credit
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  • Stylized image of a person
    S. P.
    Director Of Financial Planning, Senior Financial Advisor
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  • Stylized image of a person
    D. M.
    Branch Office Manager
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  • Stylized image of a person
    N. P.
    Senior Wealth Advisor
    Phone icon

Contact profiles from Marshall Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. M. C.
    Managing Partner, Senior Financial Advisor
    Phone icon
    United StatesMaryland
    Nov 19, 2024
  • Stylized image of a person
    A. P.
    Partner, Senior Financial Advisor, Director Of Investment Management
    Phone icon
    United StatesMaryland
    Nov 27, 2024
  • Stylized image of a person
    H. S.
    Chief Operations Officer
    Phone icon
    United StatesMaryland
    Nov 19, 2024
  • Stylized image of a person
    P. M.
    Owner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    P. E.
    Senior Vice President - Credit
    Phone icon
    United StatesMinnesota
    Nov 19, 2024
  • Stylized image of a person
    S. P.
    Director Of Financial Planning, Senior Financial Advisor
    Phone icon
    United States
    Nov 19, 2024
  • Stylized image of a person
    D. M.
    Branch Office Manager
    Phone icon
    United StatesFlorida
    Oct 18, 2024
  • Stylized image of a person
    N. P.
    Senior Wealth Advisor
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    R. A.
    Senior Financial Advisor
    Phone icon
    Nov 19, 2024
  • Stylized image of a person
    A. H.
    Financial Advisor
    Phone icon
    United StatesMaryland
    Nov 19, 2024

Frequently Asked Questions

What is Marshall Financial Group known for?

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Marshall Financial Group was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 225 International Circle Suite 102 Hunt Valley, Maryland 21030 US. Explore Marshall Financial Group's company overview page for more information.

What is Marshall Financial Group's most common email format?

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Marshall Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marshall Financial Group email formats with LeadIQ.

How many employees does Marshall Financial Group have currently?

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Marshall Financial Group has approximately 15 employees as of October 2024. These team members are located across 1 continents, including North America.

Who are Marshall Financial Group's key employees and leadership?

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As of October 2024, Marshall Financial Group's key employees include:

  • Chief Operations Officer: H. S.
  • Managing Partner, Senior Financial Advisor: P. M. C.
  • Partner, Senior Financial Advisor, Director Of Investment Management: A. P.
  • Owner: P. M.
  • Senior Vice President - Credit: P. E.

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