Marshall Financial (Doylestown, Pa)
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- If youre used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. Since 1981, Marshalls financial planning has been about helping you achieve your goals and live your dreams. Its an ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.PLANNINGMarshall manages all the details for you, while you retain control. You get big-picture summaries, detailed reports, complete transparency and 24/7 secure online access to your accounts. Regular communications keep you on track. And a member of your team is always just a call away if you have questions or concerns.INVESTMENT MANAGEMENTIf you would like us to manage your portfolio, that service can be provided too. We structure client portfolios according to Modern Portfolio Theory. A few of the pillars of this approach include: Risk is only acceptable to the degree that it provides potential for adequate compensation. It is virtually impossible to time important short-term market changes, so we encourage patient, long-term investment. The portfolio as a whole is more important than any individual security. Diversification reduces risk. Global investment helps reduce risk since economies around the world are often less tightly correlated.FEE-ONLY SERVICES. NEVER A COMMISSION.To ensure that our advice is always based on what's best for you, and not biased by the interests of any 3rd party, we work on a fee basis only. For planning services, we quote a fee for services after your initial consultation. The quote is based on the complexity of your situation and the time we expect to spend on your behalf.
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Headquarters:33 West Court Street , Doylestown, Pennsylvania, United States
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Phone Number: +1 215-348-9393
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Website: https://www.marshallfinancial.com
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Employees:17
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Revenue:$1 - 10M
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Legal Name:Marshall Financial (Doylestown, Pa)
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Marshall Financial (Doylestown, Pa)'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Marshall Financial (Doylestown, Pa)
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Where are Marshall Financial (Doylestown, Pa)'s Headquarters?
Marshall Financial (Doylestown, Pa)'s Headquarters are in 33 West Court Street ,Doylestown,Pennsylvania,United States
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What is Marshall Financial (Doylestown, Pa)'s phone number?
Marshall Financial (Doylestown, Pa)'s phone number is +1 215-348-9393
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What is Marshall Financial (Doylestown, Pa)'s official website?
Marshall Financial (Doylestown, Pa)'s official website is https://www.marshallfinancial.com
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What is Marshall Financial (Doylestown, Pa)'s Revenue?
Marshall Financial (Doylestown, Pa)'s revenue is $1 - 10M
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What is Marshall Financial (Doylestown, Pa)'s NAICS code?
Marshall Financial (Doylestown, Pa)'s NAICS code is 523930
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How many employees are working in Marshall Financial (Doylestown, Pa)
Marshall Financial (Doylestown, Pa) has 17 employees
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What is Marshall Financial (Doylestown, Pa)'s Industry?
Marshall Financial (Doylestown, Pa) is in the industry of Financial Services
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Who is Marshall Financial (Doylestown, Pa)'s Chief Planning Officer?
Marshall Financial (Doylestown, Pa)'s Chief Planning Officer is Russ Weiss