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Jess Marshall, President, The Marshall Group

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Mr. Jess Marshall is the founder, CEO and President of “The Marshall Group” (TMG) a financial services organization that provides financial, management and planning services for businesses and individuals and has been doing so for more than thirty years. Currently serves on the NJ-NATP (New Jersey chapter of the National Association of Tax Professionals) board as Director.

Mr. Marshall has a B.S. in Business Administration and Economics from NC Central University and an MBA from Rutgers, the State University of New Jersey.  He has worked in the corporate sector for over 30 years as an accountant, manager and comptroller.  Mr. Marshall is a Registered Tax Return Preparer and also holds licenses in insurance, real estate and securities, in several states.  Mr. Marshall has taught accounting, business planning and economics At DeVry University.
TMG’s core business principles are to:

  • Manage financial matters of individuals and small businesses in a manner similar to major companies by following the steps of: needs analysis, planning then management.
  • View financial needs holistically (i.e., examine the needs, products and services that may apply).
  • Periodically review and adjust client’s financial picture, as things change over time.

Based on the core business principles, TMG’s philosophy is to focus on the client, not any particular product.  TMG wants to ensure that the client is whole and that their goals are being achieved.
“If I know what you want and where you want to go then I can assist you in achieving you financial goals” … Jess Marshal

           O:732-968-7500 * F: 908-325-0010 * C: 732-470-4207 * TMGfinancial.net * jess.marshall@verizon.net                                

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