Edward Jones - Financial Advisor: David C Marshall, AAMS™ 12519 Regency Parkway, Huntley, IL 60142
About the Business
Edward Jones - Financial Advisor: David C Marshall, AAMS™ is a reputable finance institution located at 12519 Regency Parkway in Huntley, Illinois, United States. As a trusted financial advisor, David C Marshall, AAMS™ provides personalized financial planning and investment services to help clients reach their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: David C Marshall, AAMS™ is committed to helping clients achieve financial success.
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Location & Phone number
12519 Regency Pkwy Unit C, Huntley, IL 60142, United States
Reviews
"We really appreciate the leadership that David brings to his network. It's great to serve clients with what one does, but serving everyone via referrals and introductions sets David apart from others."
"I’m proud to say Dave Marshall is “my guy” when it comes to financial advice. He took his time up front understanding where we are, where we ultimately want to be, and put together a comprehensive plan to help us get there. Without a doubt he puts his clients needs at the forefront and his character and integrity are unmatched. Thanks Dave for all you continue to do for us!"
"Working with David was very interesting and very informative. He asked a lot of questions of what we are looking to do when we retire and also what we would like to do now. He showed us a lot of different options and explained them so we would have more knowledge of our choices. It's nice to talk to someone who truly cares !!!!!!"
"I recently began investing my rollover retirement funds and an inheritance with Edward Jones with David as my financial advisor. I actually knew David prior to his becoming a financial advisor when he was a CrossFit Coach and local firefighter, and also his wife and children. Because I knew David already on a personal level, I feel completely confident that he understands how hard I work as an ER nurse and what it means to me to leave a legacy for my daughter. I went in without a clue about the stock markets and feeling insecure with how to go about diversifying my investments. David thoroughly showed me all my options while also listening to any and all of my concerns I voiced. I didn't feel pressured to make any decisions but I felt assured that my family would be taken care of, the same way he has for his own. I really enjoy the enthusiasm he shares with me about having financial freedom, retiring comfortably, and leaving a legacy for our children. David is a passionate and compassionate person and I highly recommend him to anyone wanting to put their hard-earned money to work for them. He is highly organized, personable, and very knowledgeable. Having David as my financial advisor has given me so much peace of mind for my long-term financial future."
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