Michelle Marshall, Financial Advisor located in Georgetown, TX

Financial Advisor
Michelle L Marshall

CFP®, CEPA®, AAMS®
711 San Gabriel Village Blvd, Ste 101, Georgetown, TX 78626opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Reading
  • Personal Fitness
  • Volunteering

Team Members

  • Stacy Lane
    Branch Office Administrator
  • Bekkah Moore
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(512) 930-7062

Fax

(866) 462-2384

Office Address

711 San Gabriel Village Blvd
Ste 101
Georgetown, TX 78626opens in a new window

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