Coleen is a graduate of Stonehill College with a Bachelor of Arts in Communication. She has over 35 years of client service and office administration experience. Coleen joined Marshall Wealth Management in May 2015.
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Marshall Wealth Management is a group of experienced financial professionals based in Norwell, MA. Our team, all located in one office, is trained in their respective fields to help our clients with the seven key areas of financial planning. We specialize in estate & legacy planning, retirement planning, income tax planning, investment planning, cash flow & budget, insurance & risk management, and assistance to loved ones.
