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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]

  • 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

Resources

FAQ

Is there a fee for an initial consultation?

No, there is no fee for an initial consultation.

Do I need to have a minimum net worth?

No, we recognize that everyone needs a resource to help guide them through the complicated financial stage of life, regardless of their net worth.

Do you work with other qualified professionals? (IE: lawyers, accountants, etc.)

Yes, we consistently work with many professionals whose specialty supports our clients’ needs.

What do I need to bring to the consultation?

Last 2 year’s tax returns; legal documents; investment statements’ IRA retirement + pension statements; Bank/CD information; homeowners + life insurance policies

Should I bring my spouse or partner?

Yes, the better we know your family dynamic, the more accurate our recommendations will b

Why do you need a copy of my tax return?

A big part of the financial process is taxation. Reviewing your tax return may result in a tax savings recommendation.

Do you do evening appointments?

We do accommodate our clients and will meet evenings and weekends by appointment.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Contact us today.

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

Join our mailing list.

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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