Announced
Completed
Synopsis
Creative Planning, an independent wealth management firm and registered investment advisor, completed the acquisition of Marshall Financial Group, a provider of financial planning and investment services to individuals. Financial terms were not disclosed. "Marshall Financial has a 50-year history of helping clients with wealth management and financial planning. Their impeccable reputation in the industry, along with their extensive experience, is a welcome addition to the Creative Planning team," Peter Mallouk, Creative Planning President and CEO.
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