Broker Check

Elizabeth Marshall

Phone:  (734) 632-0900 ext. 2

Fax:  (734) 632-0899


Our Primary Purpose

From 1994 to 2020, I assisted hundreds of people on a wide variety of financial topics – ranging from basic investing and retirement to the complex world of Medicaid planning and veteran benefits.

Currently, I assist my team with client relations, which includes coordinating meetings and correspondence.  I have never felt more confident about the high quality level of service that our team can provide clients with, and we look forward to sharing that service-orientation with you as a client of ours!

Give my team a call to discuss the financial topics most important to you and your loved ones.