|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
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.
|Companies related by common ownership and control. They can be financial and nonfinancial companies.
We do not share with our affiliates.
|Companies not related by common ownership and control. They can be financial or nonfinancial companies.
We do not share with our nonaffiliates
|A formal agreement between nonaffiliated financial companies that together market financial products or service to you.
We do not jointly market