We’re glad you’re interested in Marshall Financial Group. Please read and approve the Privacy Policy below. Then we’ll take you right to the Introductory Information Form.
Reasons we can share your personal information | Does The Marshall Financial Group, Inc. share? | Can you limit this sharing? |
For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
For our marketing purposes—to offer our products and services to you | Yes | No |
For joint marketing with other financial companies | No | Not applicable |
For our affiliates’ everyday business purposes—information about your creditworthiness | No | Not applicable |
For our affiliates to market to you | No | Not applicable |
For nonaffiliates to market to you | No | Not applicable |
Who we are | |
Who is providing this notice? | The Marshall Financial Group, Inc. |
What we do | |
How does The Marshall Financial Group, Inc. protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and building. |
How does The Marshall Financial Group, Inc. collect my personal information? | We collect your personal information, for example, when you: Open an account Deposit money Seek advice about your investments Enter into an investment advisory contract Tell us about your investment or retirement portfolio or earnings We also collect your personal information from other companies. |
Definitions | |
Affiliates | Companies related by common ownership and control. They can be financial and nonfinancial companies. We do not share with our affiliates. |
Nonaffiliates | Companies not related by common ownership and control. They can be financial or nonfinancial companies. We do not share with our nonaffiliates |
Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or service to you. We do not jointly market |