As an independent company, Marshall Grezlak has the freedom to effectively concentrate on each client's financial plan. Using a wide range of appropriate products and services combined with industry expertise, our primary goal is to ensure our clients' future financial independence. Our education, experience and flexibility, combined with hard work and dedication, allows us to adapt to the ever-changing financial industry. Financial planning is a process that we must work closely on in order to help achieve people's stated goals and/or objectives.

Our Mission Statement

Since our inception, Marshall Grezlak has remained a reputable financial services firm by developing personalized client relationships focused on their future financial betterment.

Marshall Grezlak is committed to providing the most cost effective fee-based comprehensive financial planning services to families, individuals, and professionals while putting clients' interests first.

Marshall Grezlak strives to preserve, promote and uphold the standard of excellence for personal financial planning by following the code of conduct and practice standards set forth by the Certified Financial Planner Board of Standards.

Our goal is to make a positive difference in the lives of our clients by assisting them in making the best financial decisions based on their specific situation and also to help them achieve their ultimate financial goals and objectives.