Marshall Financial Group - Mt Dora (FL)

5 /5 Tracy Berry: 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.

5 /5 Carolyn Erdman: 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