Marshall

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

233 Easterly Pkwy Ste 104, State College...

Phone Number

(814) 699-9595

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Marshall

Marshall Financial Solutions LLC provides expert financial planning and wealth management services in State College, PA. The company specializes in personalized financial solutions, including retirement planning, tax strategies, and estate planning, tailored to meet the unique needs of each client. With a combination of Certified Public Accountant and Certified Financial Planner expertise, they aim to guide clients through all of life's financial decisions. Their target clients include individuals seeking comprehensive financial advice and strategies to minimize capital gains tax.Explore more
Marshall's Social MediaPopular SearchesMarshallMarshall Therapeutic MassageMarshall Financial Solutions LLCTim Marshall Cpa, CfpTim Marshall Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Marshall

<$5M
1-10
Private
<$5M
2017
N/A
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
2022
N/A
<$5M
1-10
Private
-
1982
Dean Kinder, President & Investment Advisor & Financial Planner at Kinder Financial Services
Dean KinderPresident & Investment Advisor & Financial Planner
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2006
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Marshall is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Marshall is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Marshall.

Marshall financials insights

Gather financial insights about Marshall, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$18K

See All Marshall's Financials Insights

Marshall Tech Stack

A closer look at the technologies used by Marshall

Top Finance Companies

Frequently Asked Questions Regarding Marshall

What is Marshall's official website?
Marshall's official website is www.marshallfinancialsolutions.net
What is Marshall's Revenue?
Marshall's revenue is <$5 Million
What is Marshall's SIC code?
Marshall's SIC: 62,628
What is Marshall's NAICS code?
Marshall's NAICS: 52,523
How many employees does Marshall have?
Marshall has 1-10 employees
What industry does Marshall belong to?
Marshall is in the industry of: Finance, Securities Trading
What is Marshall competition?
Marshall top competitors include: Fountainhead Wealth, American Financial Planning, Kinder Financial Services, Korbitz Financial Planning
What technology does Marshall use?
Some of the popular technologies that Marshall uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Schedulista
How do I contact Marshall?
Marshall contact info: Phone number: (814) 699-9595 Website: www.marshallfinancialsolutions.net
What does Marshall do?

Marshall Financial Solutions LLC provides expert financial planning and wealth management services in State College, PA. The company specializes in personalized financial solutions, including retirement planning, tax strategies, and estate planning, tailored to meet the unique needs of each client. With a combination of Certified Public Accountant... and Certified Financial Planner expertise, they aim to guide clients through all of life's financial decisions. Their target clients include individuals seeking comprehensive financial advice and strategies to minimize capital gains tax.Read More

What are Marshall social media links?
Marshall Facebook page
Is Marshall a public company?
Marshall is private company therefore does not currently have an official ticker symbol
See more information about Marshall

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