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We know the process of finding the perfect financial planner can be daunting – so we want to make it easy for you – whether it be a virtual or in-person conversation*.

If you’re ready to talk about your specific goals and needs pertaining to your unique financial situation, click below to get started. We can’t wait to hear from you!

*Our initial conversation is always complimentary to you.

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Julie has greeted clients of Marshall Financial for over 20 years. Her warm welcome and extensive experience will make you feel right at home as you take the first steps to becoming an MFG client.

As a Financial Paraplanner Qualified ProfesstionalTM Julie is available to answer any general questions you have about our firm or the services we provide.

Click below to schedule a brief conference call with Julie.