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Home > Financial Planner Directory > Pennsylvania > Doylestown > David A. Emery, CFP®, CDFA, CCPS
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David A. Emery, CFP®, CDFA, CCPS

The Marshall Financial Group, Inc.

33 W Court St
Doylestown, PA 18901
Phone: (215) 348-9393

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Household Income Minimum: $200,000
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Succession Planning
  • Long-term Care
  • Personal Taxes

 

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