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 informationDoes 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 bureausYesNo
For our marketing purposes—to offer our products and services to youYesNo
For joint marketing with other financial companiesNoNot applicable
For our affiliates’ everyday business purposes—information about your creditworthinessNoNot applicable
For our affiliates to market to youNoNot applicable
For nonaffiliates to market to youNoNot 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
AffiliatesCompanies related by common ownership and control. They can be financial and nonfinancial companies.
We do not share with our affiliates.
NonaffiliatesCompanies not related by common ownership and control. They can be financial or nonfinancial companies.
We do not share with our nonaffiliates
Joint marketingA formal agreement between nonaffiliated financial companies that together market financial products or service to you.
We do not jointly market