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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 [email protected]

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  • 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

Profiles

Joseph A. Marshall
Founder & President
Registered Financial Consulta
Joseph A. Marshall
Founder & President
Financial Advisor
Registered Financial Consultant (RFC)

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Joseph A. Marshall

Joe is Founder and President of J. Marshall Associates.

With experience dating back to 1975, Joe joined a local insurance firm after several years with a commercial bank in New Bedford as a commercial loan officer.  He holds a Bachelors degree from the University of Massachusetts, Dartmouth, and is a former president of the Bristol Community College Foundation Board and is currently chairman on its Board of Trustees.

Joe is licensed in MA, RI and CT. Joe is also registered with Cetera Advisors, LLC. He is a Financial Advisor with Cetera Advisors, LLC and continues to work with financial planning and estate planning clientele.

A Vietnam veteran, Joe served with the U.S. Air Force Security Service.  He is very active in the community, having served as past President / Chairman of the Fall River Office of Economic Development, SER-Jobs for Progress, the Fall River Board of Assessors, and founder of the Prince Henry Society of Fall River.  Joe is a life member of the Million Dollar Round Table, Top of the Table, a member of the National Association of Insurance and Financial Advisors, and Bristol Community College’s 2007 Cornerstone Entrepreneur Recipient.

He resides in Fall River with his wife, Joanne, and has four daughters and 5 grandchildren.

Credentials / Designations / Registrations

  • Registered Financial Consultant
  • Securities Registrations: Life & Health Insurance, Series 6,63 and 65.
  • Member of the National Association of Investment Advisors.

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production.

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Tracy Baker

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J. Marshall Associates, Inc.
982 Eastern Avenue
Fall River, MA 02723
508.673.3300
[email protected]

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Disclaimer
© 2023 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