Financial Services - Louisville, KY, United States
Marshall Wealth Management, LLC is a registered investment advisory firm specializing in comprehensive financial planning and family wealth management. We have offices in Louisville, KY and Houston, TX.We utilize a webbased financial planning system to allow our clients 24/7 access to their financial position as it relates to their networth, balance sheet, cash flow, protection position and estate overview.Our wealth management arm focuses on growing family wealth through various investment vehicles such as, stocks, bonds, ETF's and annuities. We also provide insurance to address our clients protection needs such as income replacement and estate planning strategies.
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