Financial Strategies to help you

LIVE MORE

and

WORRY LESS!

Our Services and Products Include:

  • Auto & Home Comparison

  • Debt Elimination Strategies

  • Financial Checkup

  • Financial Coaching

  • Home Equity Lines of Credit (HELOC)

  • Home Security Systems

  • Investments & Savings Plans with Downside Protection

  • Retirement Strategies with Guaranteed Lifetime Income

  • Term Life Insurance

  • Wholesale Mortgage Loans

  • Will Preparation

We Are Marshall And Associates

FOR MORE INFORMATION: PLEASE CALL 515-581-9100

Watch the video to learn

more about our business!

LIVE MORE

WORRY LESS

We take the worry out of your finances so you can live more. Inquire about our Free Financial Coaching.

DALBAR Mutual Fund Service Award

DALBAR is the leading independent expert for evaluating and auditing the financial services community. PFS Investments has received the DALBAR Mutual Fund Service Award 21 consecutive years.

Most Trusted Financial Companies 2022

In 2022, Primerica, Inc. was named #1 Most Trusted Life Insurance Company and #3 Most Trusted Financial Company by Investor's Business Daily. Recognition was based based on seven trust attributes that consumers indicated were most important to them: quality of products and services; ethical business practices and values; commitment to protecting the privacy and security of personal data; company's service/treatment of others; fair prices/fees for products and services; sensitivity to customer needs in the current economic and financial climate; and innovation of processes and offerings.

Forbes 2022 America’s Best Insurance Companies

For a detailed overview of all of our awards, please visit https://www.primerica.com/public/

Primerica has an A+ Rating by the Better Business Bureau ®. Find a link directly below:

https://www.bbb.org/us/ga/duluth/profile/financial-services/primerica-inc-0443-6985

Primerica was proud to have been recognized as one of America's Best Insurance Companies in 2022 by Forbes.