Products & Services

At Marshall Associates, we provide professional guidance in the following areas:

 

FINANCIAL PLANNING & STRATEGIES

  • Lifetime Income Plans
  • Retirement Plans including 401k & 403b
  • IRA: ROTH, Traditional, SEP & Simple
  • College & Education Planning
  • Charitable Giving
  • Tax Planning
  • Insurance Analysis
  • Employer Benefits review & analysis
  • Portfolio “Stress Testing”

 

 

INVESTMENTS & ACCOUNTS

  • Stocks, Bonds & Mutual Funds
  • Annuities: Variable, Fixed, Flex & Immediate
  • IRA: ROTH, Traditional, SEP & Simple
  • Rollovers

 

 

INSURANCE

  • Long Term Care
  • Life Insurance: Term, Whole, UL, Variable
  • Disability Income
  • Survivorship/2nd to Die

 

 

TAX RETURN PREPARATION

  • Individual, Joint & Fiduciary (Trust) Returns
  • IRS Authorized E-File Provider

 

 

 

 

 

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

Tel:   (518) 383-3739
Fax:  (518) 383-2235
Email:  Marshall@MarAssoc.net