Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS™|CRPC™ - Georgetown, Texas

Michelle L Marshall, CFP®|CEPA®|AAMS™|CRPC™, a financial advisor with Edward Jones, is a professional dedicated to providing comprehensive financial solutions for her clients. Located at 711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, Michelle's office is easily accessible and equipped with wheelchair accessible parking and restrooms, making it convenient for all clients to visit. Her phone number is 29307062 and her website is edwardjones.com.

Michelle specializes in various areas of finance, including financial consulting, brokerage, investment services, and stock brokering. She holds several prestigious certifications, such as CFP®, CEPA®, AAMS™, and CRPC™, demonstrating her commitment to staying up-to-date with the latest industry standards and providing top-notch service to her clients.

With 11 reviews on Google My Business and an impressive average rating of 5/5, Michelle and her team at Edward Jones have proven their dedication to client satisfaction. Clients appreciate the personalized attention and tailored financial plans they receive, making it clear that Michelle is a trusted advisor in the Georgetown area.

For those seeking a reliable and knowledgeable financial advisor, Michelle L Marshall and Edward Jones offer a comprehensive range of services to help clients achieve their financial goals. Whether you're looking to invest in stocks, plan for retirement, or create a comprehensive financial strategy, Michelle and her team are well-equipped to assist you. We highly recommend reaching out to Michelle through her website or by phone to schedule an appointment and start your journey towards financial success.

👍 Reviews of Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS™|CRPC™

Tara S.

5/5

I absolutely love Michelle and her office. Not only is she professional and knowledgeable about the market and our investments, she is also so friendly and personable that the entire process feels like a breeze to set up! Knowing her for years now, I trust her ability and judgements and I know she strives to provide what is best for our needs and goals. Her office even calls our family for a personal Birthday greeting every year.. the level of customer service is unheard of. Do not hesitate to schedule an appointment and find out for yourself! Last but not least Michelle is known for her philanthropy and loves to take advantage of opportunities to help others all around the world. I love when businesses and business owners make this a part of their goals!

David G.

5/5

Michelle Marshall is very knowledgeable of the market and easy to work with. She will help come up with the perfect plan that’s right for you. I would definitely recommend her to anyone looking for investment opportunities or in need of a financial plan.

Patti P.

5/5

Michelle is an outstanding FA. She stays informed with the current events in the financial market so she is able to advise wisely. Michelle is always willing to spend time explaining the products and investments that are best for us. She lets us know when changes need to be made. She will always go the extra mile.

Jerome M.

5/5

Michelle is bright, extremely knowledgeable, and discusses my options in layman's terms so even I can understand them! I am delighted with how she has handled my accounts. And this is not my first rodeo. I have worked with several others over the years, so I do have other experiences to which I can compare. Her team member, Gloria, is always helpful and welcoming.
Tell them I sent you. It's always good to know when a potential new client has been referred.

Michele J.

5/5

Michelle is amazing! I came in not knowing really anything about investing and she helped me understand and put it into simple terms for me. I trusted her so much I sent my parents to her. Thank you!

john M.

5/5

Michelle is very knowledable about investments. I started my Roth IRA with her and she provided my mom advice and numbers to my mother on Social Security options

Sheila E.

5/5

Michelle is top notch and is very knowledgeable with the market. Exceptional, professional would recommend her to friends and family!!!

Sherri C.

5/5

She is well knowledgeable about the current market.. her customer service is outstanding