Marshall Cares: COVID-19 Support

We are excited to announce the launch of Marshall Cares, a program to support our local community members in this time of need. Our experienced CERTIFIED FINANCIAL PLANNER™ professionals will be donating their time to give financial advice to people who have been affected by the COVID-19 pandemic.

As a full-service financial planning and wealth management shop, Marshall Financial Group can help answer a variety of your pressing financial questions. Individuals can get advice on things like planning for the future while dealing with unemployment or managing debt from student loans, mortgages or other loans while interest rates are at historic lows. For small businesses, Marshall Cares can also advise on your Paycheck Protection Program loan, cash flow, employee benefits, 401Ks and more.

The Marshall Cares program is open to residents of Bucks County and surrounding areas. It includes a one-hour virtual session with one of Marshall Financial Group’s Wealth Managers.

Sessions will be awarded on a first-come-first-served basis to those impacted by COVID-19. To apply, please complete the following questionnaire and our office coordinator will be in touch with you.

About You
COVID-19 Impact Acknowledgement
COVID-19 Impact Acknowledgement

Privacy Policy

WELCOME!

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.

Privacy Policy Notice

Facts What does The Marshall Financial Group, Inc. do with your financial information? Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. What? The types of personal information we collect and share depends on the product or service you have with us. This information can include:
  • Social Security number and income
  • Account balances and assets
  • Transaction history
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons The Marshall Financial Group, Inc. chooses to share; and whether you can limit this sharing.
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
Questions? Call (215) 384-9393 or go to www.MarshallFinancial.com
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