Scott E. Marshall,  CFP<sup>&reg;</sup> - Financial Advisor

Scott E. Marshall, CFP®

President

Marshall Grezlak Financial Planning

100 Hyde Park
Doylestown, PA 18902
FINANCIAL ADVISOR'S WEBSITE
(267) 880-6576

General

Scott Marshall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marshall Grezlak Financial Planning in Doylestown, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA, NJ
  • Fixed annuities: PA, NJ
  • Variable annuities: PA, NJ

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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