Beauti USA place

Keywords: establishment,finance,point_of_interest

Marshall Financial Group - Mt Dora (FL)

Address: 🏡 626 N Highland St, Mt Dora, FL 32757

Phone : +1 (352) 735-2424

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJya42Lbai54gRAtksoBK_BRg

Where is Marshall Financial Group 🏡?
626 N Highland St, Mt Dora, FL 32757
What is the phone number Marshall Financial Group 📱?
(352) 735-2424
What Clients Are Saying about Marshall Financial Group (on GG)

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
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJya42Lbai54gRAtksoBK_BRg

Others Near Mt Dora,FL

Tom Jones - First Vice President - Investment Officer- Wells Fago Advisors, Eustis, FL - Eustis

ellen dunn: My husband and I transferred our account to Tom Jones 2 years ago and couldnt be happier. He is a true professional. He has guided us with a budget and goals to keep us on track for retirement and does quarterly visits to discuss our progress. I highly recommend him as a Financial Advisor.

Lake County Housing & Community Services - Tavares

Lonna Boo 216 boo: I only gave 4 stars Cause when it comes to answering those phones it’s a hit or miss, they might answer for a whole week straight then not answer for the entire next week not sure why but it’s very frustrating and overwhelming when you’re trying to get stuff done in a timely manner because we are on a time limit with everything. But over all they are amazing people, very wonderful, pleasant and helpful.

Schmidt Financial Resources - Mt Dora

Jackson Hewitt Tax Service - Tavares

Timothy Eldridge: Very impressed with the quality of the work. Had been doing business with HR Block For about 16 yrs. Going to be a long term customer from here on.

Truist - Leesburg

Amber Williams: Atm stole $640 from me. An Truist is taking forever to fix the problem. Like they could care less if my power gets shut off. Give me my money

Sage Point Financial - Mt Dora

Financial Freedom Center - Mt Dora

Edward Jones - Financial Advisor: Diane Thomas, ChFC®|AAMS® - Eustis

Calvin Knowlton: Great personal service from Diane - very knowledgable !

TD Bank - Eustis

Krystal & Demar Mcgregor: Not very helpful. Lost my debit card was sitting to be seen. Everyone was with a customer. No big deal was greeting by a lady with long here that came out of office. Didn’t get a look at name tag. Told me she had a meeting in a few with another worker who was busy with a customer. I can come back later or wait.mind you the lady she was waiting on was still with her customer. You could have printed me a card lady. It wouldn’t take you all but 5 mins as I was already waiting there and that lady you was having a meeting with was still tending to her customer. I need my card . I have things to do as well.

Garrison Wealth Management - Mt Dora

Jennifer: Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

B.Team: admin@beautihost.com