Marsh Financial Services, LLC 3540 Wheeler Road, Augusta, GA 30909
About the Business
Marsh Financial Services, LLC is a finance institution located at 3540 Wheeler Road in Augusta, Georgia, United States. Our team of skilled professionals is dedicated to helping you understand and pursue your financial goals. Through our website, we provide valuable information on insurance, investing, retirement planning, estate planning, and wealth preservation.
As Avantax affiliated advisors, we are registered to conduct business with residents of specific states and offer a range of investment and insurance services. Securities are offered through Avantax Investment ServicesSM, while investment advisory services are provided through Avantax Advisory ServicesSM. Our affiliated insurance agency also offers insurance services.
While Avantax Wealth ManagementSM does not provide tax or legal advice, our representatives may offer these services through their independent businesses. It is important to consult with our firm and legal professionals for personalized advice on your financial situation.
We invite you to visit Marsh Financial Services, LLC to explore the opportunities and rewards that come with proactive financial planning. Let our team help you navigate the complexities of finance and work towards achieving your financial goals.
Location & Phone number
3540 Wheeler Rd # 106, Augusta, GA 30909, United States
Hours open
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Ms. Lavonne Marsh is a very experienced, knowledgeable, professional, and definitely an ethical person!!! She works with many financial advisors, tax and estate attorneys, business payroll, etc. She has worked with many of my co-workers, friends, and family for over 15 years. I have only ever heard positive things and much praise!!! I would recommend all of Ms. Lavonne's services to anyone without any hesitatios or doubts!!! She is truly wonderful and trustworthy!!!!!"
"My husband and I have engaged the CPA & Financial services of Ms. Lavonne Marsh for the past three years in a row and have been very satisfied with all aspects of work performed. She has considered our desires and plans for our future and has worked with us every step of the way. If you are looking for knowledge in the tax and financial arena, strong work ethic, honesty and integrity...then you will be in good hands with Ms. Marsh."
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