My journey is about helping provide independence. I believe in planning with individuals to help them become financially secure. I am a 2016 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. At Marshall Grezlak, we work to provide education and assistance in all facets of financial management, including investment management, retirement planning, college funding and insurance, and estate and tax planning.
Marshall Grezlak, Inc. is located in Doylestown, Pennsylvania, and is less than 30 miles north of Philadelphia. I joined the firm in 1996, when it was the Financial Advantage Network, and took over as principal and president of the firm in 1998. We align our detailed financial planning model with the processes and planning ideals set forth by the Certified Financial Planner Board of Standards, Inc.
We provide cost effective fee-based comprehensive financial planning services to families, individuals, and professionals. We are an independent company and therefore have the freedom to tailor each client’s plan to fit with their individual goals and needs.
Our goal is to make a positive difference in the lives of our clients. In order to provide our best service, we must understand the goals and financial needs of our clients. Learning the needs of our clients and taking steps to try and align them with their financial goals is something we truly enjoy.
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Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Scott Marshall, President & CEO, CFP® – Marshall Grezlak, Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Marshall Grezlak and Cambridge are not affiliated.
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Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
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