Delivering insightful advice Building on a foundation of trust
David E. Marshall, CFP®, CPWA®
Vice President - Wealth Management
Wealth Advisor
585-218-4543
400 Linden Oaks
Rochester, NY 14625
In today's economy, good financial advice is critical. That’s why it’s important to work with a dedicated Financial Advisor committed to listening to you, understanding your concerns and helping make sure all aspects of your financial life are aligned. I strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.
Talk to me about how I can help you embrace your financial future with confidence.
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