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Financial Services and Insurance in Fall River, MA: J. Marshall Associates Investment and Insurance Services serving the Greater Fall River area of Massachusetts

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Financial Services
& Insurance

508.673.3300 info@jmarshallfinancial.com

  • Home
  • About Us
    • Credentials and More
    • Our Philosophy
    • Profiles
      • Joseph A. Marshall
      • Tracy Baker
      • Kimberly Butterfield
      • Richard C. Bassett
      • Lucy M. Faria
    • Our Process
  • Our Services
    • Investments
    • Financial Planning
    • Insurance
  • Resources
    • Company Newsletter
    • FAQ
    • Links
  • Contact Us
    • Online Contact Form
    • Company Directory
    • Directions
  • Home
  • About Us
    • Credentials and More
    • Our Philosophy
    • Profiles
      • Joseph A. Marshall
      • Tracy Baker
      • Kimberly Butterfield
      • Richard C. Bassett
      • Lucy M. Faria
    • Our Process
  • Our Services
    • Investments
    • Financial Planning
    • Insurance
  • Resources
    • Company Newsletter
    • FAQ
    • Links
  • Contact Us
    • Online Contact Form
    • Company Directory
    • Directions

About Us

Our firm was created in 1989 when Joseph Marshall partnered with H.W. Lapointe Insurance Agency, a well known local property and casualty agency, to provide financial services products to their clients and help them to expand their client base in the Fall River, New Bedford and North Attleboro markets. Both companies shared space at 1777 Pleasant Street in Fall River until 2001 when J. Marshall Associates purchased its own building located at their current location of 982 Eastern Avenue, Fall River. With a primary focus of the following disciplines:

  • Wealth Accumulation
  • Investment Planning
  • Business Continuation Plans
  • Retirement Planning
  • Legacy Planning
  • Retirement Plan Rollovers
  • Income Distribution Planning
  • Elder-Care Planning
  • Life & Disability Insurance
  • Long Term Care Insurance

All associates are licensed to conduct business in both Massachusetts and Rhode Island and maintain continuing education requirements respectivley.

We are an independent financial service firm. We represent stable, progressive and reliable insurance companies such as Jackson National, Prudential, Sun Life, Allianz Life, Pacific Life and others allowing us to provide our clients with insurance protection at competitive prices. We are registered to conduct “fee based” investment analysis and to create a financial plan.

We are also committed to our slogan, “Service is not just a word, it’s our word.”

We enjoy the goodwill of the community. Our success depends on the efforts of every member of our firm and their ability to listen, create and present solutions to meet our clients’ needs.

Contact us today.

Commitment to the Community

We Contribute to:

  • Adopt a School Program
  • Smiles Mentoring
  • Internship with Bristol Community College for students interested in business careers.
  • Involvement with Rotary International
  • One SouthCoast Chambers of Commerce
  • Faxon Animal Rescue League
  • Local Veterans Administration

Please note: The charitable entities described herein are not endorsed by, or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisors LLC.

Please Note: These links are being provided strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.

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J. Marshall Associates, Inc.
982 Eastern Avenue
Fall River, MA 02723
508.673.3300
info@jmarshallfinancial.com

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Disclaimer
© 2021 J. Marshall Associates, Inc.

Securities and advisory services offered through Registered Representatives of Cetera Advisors, LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors, LLC site at ceteraadvisors.com.

Kimberly Butterfield – California insurance license # 0H56400.

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  • Home
  • About Us
    • Credentials and More
    • Our Philosophy
    • Profiles
      • Joseph A. Marshall
      • Tracy Baker
      • Kimberly Butterfield
      • Richard C. Bassett
      • Lucy M. Faria
    • Our Process
  • Our Services
    • Investments
    • Financial Planning
    • Insurance
  • Resources
    • Company Newsletter
    • FAQ
    • Links
  • Contact Us
    • Online Contact Form
    • Company Directory
    • Directions