Marshall Financial Flies into Fall with Upcoming Events

At Marshall Financial Group, our wealth advisors are committed to helping you strive to achieve your happiest, healthiest, and most productive life—and that can be about more than financial wellbeing.

“Like the tenacious hummingbird in our logo, we are always seeking out the good in life, whether that’s spending time with family, doing good for our community, or just having a laugh,” says Paula Nangle, CFP®, Marshall’s President & CEO. That’s why this season, we encourage you to be your happiest and healthiest with a host of activities we’re sponsoring so you can “Fly into Fall” with us!

The Bucks County Classic – September 12th, 2021

First up was the Bucks County Classic, proudly sponsored by Marshall Financial Group. This annual bike race in Doylestown, PA was a great day for people of all ages to fly into fall in style and celebrate incredible athletes from across the country.

It was wonderful to see everyone who stopped by the Marshall Financial hospitality tent to say hello and cheer on the bikers!

Learn more at www.buckscountyclassic.com.

Sponsoring “Working Cats” with the Bucks County SPCA

All season long, Marshall Financial Group is helping the Bucks County SPCA to spread the word about the “working cats” available for adoption. These are cats who thrive when they have the freedom to roam in a safe environment like your barn, greenhouse, or workshop.

We’ll be donating the “real” cost of each working cat adoption to the shelters through the end of the year—helping these cats live their healthiest, happiest, and most productive lives.

Stay tuned for details and learn more at buckscountyspca.org/working-cats.

Pumpkin Carving Contest with Our Wealth Advisors

Members of Marshall’s team will each create their own spooky (or silly) pumpkin creation. Our clients, alliance partners, and social followers are all welcome to vote on the best of the best…and the worst of the worst.

The judging will take place the week of October 11-28th, 2021. Stay tuned to see our pumpkin creations!

Small Business Weekend – November 27-28

Nothing says community like supporting small and local businesses. Leading up to Small Business Weekend we’ll be featuring some of Doylestown’s local businesses on our social media. Find unique gifts, enjoy the festive holiday atmosphere and get into the holiday spirit.

You can learn more at https://www.discoverdoylestown.org/events/2021bizsat.

Doylestown Winterfest

We’re just as excited to fly into fall as we are to fly out of it. Celebrate Doylestown Winterfest this year to help bring the community together in celebration of what makes us all great.

Event details will be coming soon at www.dtownwinterfest.com.

We hope to see you there!

Disclosure:

Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania. This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services. Investing involves risk, including risk of loss. References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index.

This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore.

For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully.

August 2024 Market Commentary: Click here to read

Marshall Financial Flies into Fall with Upcoming Events

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