Team Member Spotlight: Dee Erenius

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 enjoy learning more about Dee – keep an eye out for future staff spotlights coming soon. In the...

Upcoming Event – Planning for Your Child’s College

If you’re asking questions like how does my student get the most value out of college, how do I afford college for my children without affecting my own lifestyle or retirement, or how do I engage my student in the process, chances are...

Adam Reinert Earns the Prestigious Chartered Financial Analyst Designation

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 Financial Analyst® designation. The CFA® charter is commonly referred to as the “gold standard” among financial professionals and...

Fraud & Lockbox Information

Cybercrime and fraud are serious threats. Most email is sent unencrypted making it easy for hackers to intercept, read, and/or steal personal information. In an effort to protect your information we strongly encourage you to use the Lockbox; the secure online client portal...

Protecting Your Credit and Identity

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 mass influx of blog posts and multiple companies offering paid-for services to “lock” your credit, we understand it...

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.