Susan D. Marshall | CLU , ChFC 1489 West Warm Springs Road, Henderson, NV 89014
About the Business
Susan D. Marshall | CLU, ChFC is a comprehensive financial institution located at 1489 West Warm Springs Road in Henderson, Nevada, United States. Specializing in finance, health, and insurance services, Susan D. Marshall offers expert guidance to help clients live life on their own terms, both before and during retirement.
The institution provides a full range of financial advisory services, including expert investment management, risk reduction, sequence of return planning, long-term care options, and more. Susan D. Marshall, a Certified Life Underwriter and Chartered Financial Consultant, offers strategies for retirement planning, health insurance, and life insurance. With a focus on minimizing taxes and maximizing security, Susan helps clients improve their retirement plans and achieve financial independence.
The institution also offers educational resources such as "Protecting Your Future with Tax-Free Long-Term Care," addressing the financial concerns of paying for long-term care expenses. Additionally, the team at Susan D. Marshall includes Charisa French, who brings a meticulous and detail-oriented approach to financial services, and Lea Ann, a Marketing Director with decades of experience in operations, human resources, and analytics.
Investment advisory services are offered through Arete Wealth Advisors, LLC, an SEC registered investment advisory firm. Contact Susan D. Marshall | CLU, ChFC for expert financial guidance and comprehensive financial solutions.
Photos
Location & Phone number
1489 W Warm Springs Rd #110, Henderson, NV 89014, United States
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Susan is a positive, energetic person. She takes the time to share information as well as answer questions. I've been working with Susan for the last few years. I highly recommend Susan Marshall for insurance and financial guidance."
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