Edward Jones - Financial Advisor Michelle L Marshall, CFPCEPAAAMSCRPC
Located in Houston, Texas
Address: 711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, United States
Phone: +1 512-930-7062
Rating: 5
Services
- Wheelchair-accessible car park
- Wheelchair-accessible toilet
- Toilets
- Appointments recommended
Categories
- Investment service
- Finance broker
- Financial consultant
- Stock broker
Photos
Latest AC Repair Services in Houston
Comments
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Review 1 (2020-02-22 - Rating: 5)
I absolutely love Michelle and her office. Not only is she professional and knowledgeable about the market and our investments, she is also so friendly and personable that the entire process feels like a breeze to set up! Knowing her for years now, I trust her ability and judgements and I know she strives to provide what is best for our needs and goals. Her office even calls our family for a personal Birthday greeting every year.. the level of customer service is unheard of. Do not hesitate to schedule an appointment and find out for yourself! Last but not least Michelle is known for her philanthropy and loves to take advantage of opportunities to help others all around the world. I love when businesses and business owners make this a part of their goals! -
Review 2 (2023-02-14 - Rating: 5)
Michelle Marshall is very knowledgeable of the market and easy to work with. She will help come up with the perfect plan thatβs right for you. I would definitely recommend her to anyone looking for investment opportunities or in need of a financial plan. -
Review 3 (2021-05-06 - Rating: 5)
Michelle is an outstanding FA. She stays informed with the current events in the financial market so she is able to advise wisely. Michelle is always willing to spend time explaining the products and investments that are best for us. She lets us know when changes need to be made. She will always go the extra mile. -
Review 4 (2018-04-25 - Rating: 5)
Michelle is bright, extremely knowledgeable, and discusses my options in laymans terms so even I can understand them! I am delighted with how she has handled my accounts. And this is not my first rodeo. I have worked with several others over the years, so I do have other experiences to which I can compare. Her team member, Gloria, is always helpful and welcoming.Tell them I sent you. Its always good to know when a potential new client has been referred. -
Review 5 (2018-02-26 - Rating: 5)
Michelle is amazing! I came in not knowing really anything about investing and she helped me understand and put it into simple terms for me. I trusted her so much I sent my parents to her. Thank you! -
Review 6 (2016-08-25 - Rating: 5)
Michelle is very knowledable about investments. I started my Roth IRA with her and she provided my mom advice and numbers to my mother on Social Security options -
Review 7 (2022-12-20 - Rating: 5)
Michelle is top notch and is very knowledgeable with the market. Exceptional, professional would recommend her to friends and family!!! -
Review 8 (2016-08-23 - Rating: 5)
She is well knowledgeable about the current market.. her customer service is outstanding -
Review 9 (2016-05-18 - Rating: 5)
Local office with in-person meetings. Full Service Investing with Easy to Understand Investment Strategies.