Marshall Financial Group - Mt Dora, Florida

Overview of Marshall Financial Group

Located at 626 N Highland St, Mt Dora, FL 32757, United States, Marshall Financial Group stands out as a dedicated financial planning service tailored to meet the diverse needs of its clientele. With a phone number 352-735-2424 readily available, potential clients can easily reach out for guidance and support in managing their financial futures. The company's official website, calldavidmarshall.com, offers a wealth of information about their services, philosophy, and the team behind Marshall Financial Group.

Key Features and Accessibility

Marshall Financial Group prioritizes accessibility and client comfort. Their wheelchair-accessible car park, entrance, and toilet ensure that all clients, regardless of physical ability, can access their services without concern. This commitment to inclusivity reflects the company's respect for diversity and commitment to serving all members of the community.

Services and Specialties

As a financial planner, Marshall Financial Group specializes in providing personalized financial strategies and advice. Their expertise lies in helping clients to achieve their financial goals, whether that's through investment planning, retirement savings, or wealth management. The group's dedication to understanding each client's unique situation sets them apart in the financial planning industry.

Client Reviews and Experience

The company boasts a strong online reputation, with 3 reviews on Google My Business, all of which reflect highly on their service quality. Clients have praised David Marshall and his team for their commitment to client satisfaction and for going above and beyond to ensure their clients' portfolios thrive. One reviewer even expressed gratitude for a welcoming brunch hosted by the company, highlighting the personal touch that Marshall Financial Group brings to client interactions.

Recommendations for Potential Clients

For those considering seeking financial guidance, it's recommended to first schedule an appointment to discuss your specific financial needs. Although appointments are suggested, the welcoming atmosphere and accessible facilities at Marshall Financial Group ensure a hassle-free experience from the outset. It's also advisable to visit their website, calldavidmarshall.com, for more detailed information on services offered and to get a feel for the company's approach to financial planning.

Final Recommendation

Given the positive feedback and the personalized approach to financial planning, Marshall Financial Group is highly recommended for anyone looking to take control of their financial future. Don't hesitate to contact them through their website to schedule a consultation with David Marshall or his team. With their expertise, accessibility, and client-centric philosophy, Marshall Financial Group is poised to guide you toward financial success. Remember, the journey to financial wellness starts with the right advisor, and Marshall Financial Group seems to be that advisor for many.

👍 Reviews of Marshall Financial Group

Carolyn E.

5/5

I have been with Marshall Financial Group for several years and I have always been able to speak with David Marshall whenever I felt the need. He always has time for his clients and has treated me like a very valued client.
I feel as if David goes above and beyond in making his clients happy as well as improving their portfolios.
I also want to thank Mr. Marshall and his staff for providing a wonderful brunch this past Sunday.
Carolyn Erdman

Tracy B.

5/5

I have been a client with David for 25 years. He is extremely professional and knowledgeable. He can explain things at a level that makes me feel comfortable. He is a good person with a sense of humor that makes you feel at ease. Without a doubt, he always has his clients’ best interest at heart.

B G.

5/5