Nicholas Pileggi, CFP® Joins Marshall Financial Group

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 LeBow College of Business in 2014. Before joining Marshall Financial Group, he worked as a Senior Investment Advisory Associate at a firm in Berwyn, PA.

“We’re very excited to bring Nick on board,” commented Paula Nangle, CFP®, President of Marshall Financial Group. “Nick really enjoys building relationships with clients and acting as a sounding board for all kinds of life decisions, not just financial. It’s the same kind of personalized touch that our clients currently enjoy with our team here at Marshall Financial.”

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.

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.

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.