Contact Us Company Directory General Voice Mail: 508-673-3300 Ext 410Send us an email. Founder & President: Joseph MarshallFounder & PresidentFinancial AdvisorRegistered Financial Consultant (RFC)Phone: 508.673.3300 Ext 405Send an email Administrative Assistant Lucy M. FariaRegistered Administrative AssistantPhone: 508.673.3300 Ext 404Send an email. Associates Tracy BakerOSJ, Branch ManagerPhone: 508.673.3300 Ext 408Send an email. Kim ButterfieldVice-PresidentDirector of AdministrationFinancial AdvisorChartered Financial Consultant (ChFC)Phone: 508.673.3300 Ext 402Send an email. Richard BassettFinancial AdvisorMarketing ManagerPhone: 508.673.3300 Ext 403Send an email. Contact Us Contact Form Directory Directions