Financial Planning, Investments,
Insurance & Tax Preparation



Marshall Associates Financial Professionals...
"Helping families, individuals and businesses with their financial affairs since 1989."

Marshall Associates Financial Professionals... the right choice.

True wealth is about much more than money.  It's also about peace of mind, security, confidence, and freedom.  But wealth can be complicated.  Managing your money through the maze of markets, investments, taxes and insurances is only the beginning.  Sometimes, the bigger challenge is choosing an advisor who can work with you to help prepare you for life's major events like marriage, college and retirement.

At Marshall Associates, we listen — really listen — to what you want from your life and wealth.  We talk about your successes, goals, tolerance for risk, and things that keep you up at night.  After learning about you, we create a plan for you, uniquely tailored to your life, family and goals.

As for fees, our compensation depends on how you wish to work with us.  With four options available, 'Fiduciary' (fee only), 'Best Interest' (traditional per transaction), Flat-Rate (one time and/or recurring) or Hourly, how we are compensated is entirely up to you.  Regardless of which option you prefer, rest assured, our focus will always be on you and your well-being.

Since 1989, Marshall Associates has been helping families, individuals & businesses with their financial affairs.  We're experienced professionals that are here to help you.

Marshall Associates Financial Professionals... the right choice.


A Strong Financial Foundation

Backed by solid professional expertise, we at Marshall Associates are proud to provide our clients professional financial planning uniquely tailored to their particular needs.  Also, we are proud to offer a full array of superior quality financial and insurance products as well as tax preparation services. At Marshall Associates, we will work with you to:

  • Identify your financial - and life - objectives/goals
  • Determine your tolerance for risk
  • Develop a customized financial plan
  • Create a diversified portfolio
  • Ensure you are ready for life's major events like marriage, college and retirement

Thank you for your interest in Marshall Associates.  We look forward to meeting with you soon.  Please call us at 518.383.3739 or email us at to take the first step.


Contact us if you have any questions or would like to schedule an appointment.

George & Jackie

Marshall Associates Financial Professionals
6 Sage Court, Clifton Park, NY 12065-2008

Tel: (518) 383-3739
Fax: (518) 383-2235