For this quarter, we’re spotlighting Client Care Specialist, Julie Picariello, who just recently celebrated 25 years with Marshall Financial. Outside the Office During quarantine, Julie
With schools closed, sporting events cancelled, and restaurants limited to takeout-only, social distancing means being mainly confined to the house or apartment. Even if you’re
This quarter, we’re spotlighting CIO Emeritus Don Scholz who will be celebrating 25 years with Marshall Financial Group this year. Outside the Office Don’s biggest
Update 3/26/2020: Due to the COVID-19 outbreak, the difficult decision was made to cancel the 2020 Bucks 5K Series. For more information, including what to
Congratulations to Jim McGowan on being elected as the 2020 President of the Financial Planning Association Philadelphia Tri-State Area chapter. As President, Jim will oversee
Marshall Financial Group has welcomed Nicholas Pileggi, CFP® to its team. Nick graduated with a BA in Finance and Legal Studies from Drexel University’s
Dee has been with Marshall Financial Group since 2001 and recently added some pretty impressive feats to her professional and personal resumes! We hope you
Marshall Financial Group is pleased to announce that Adam Reinert, CFA, CFP®, Co-Chief Investment Officer, has successfully completed the CFA Program and has earned the Chartered
Updated: 9/25/18 In light of the recent Equifax data breach, you may be wondering what steps you can take to protect your credit. With the
