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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

Services

Investments

The members of J. Marshall Associates can help you pursue your financial goals through the use of many diversified investment products. We are an independent firm and able to provide our clients with the best carriers and products available on the market to help pursue their needs and goals.

Wealth Accumulation:

Wealth accumulation is the accumulation of financial resources. People are said to be wealthy when they are able to accumulate many valuable resources or goods. Wealth is expressed in a variety of ways. For individuals, net worth is the most common expression of wealth.

Investment Planning:

The placing of funds into the proper investment vehicles based on the investor’s future goals, time horizon, and priorities. This also takes into account the safety of the investments as well as liquidity and level of return. Ideally, proper investment planning will allow the investor’s funds to produce financial rewards over time.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Contact us today.

“What I love about this business is the personal relationships I’ve gained with my clients.”

– Kimberly Butterfield

Products

  • Mutual Funds
  • ETF’s – Exchange Traded Funds
  • Brokerage Accounts
  • Managed Accounts
  • Variable Annuities
  • Variable Life
  • Stocks
  • Bonds
  • Equity-Indexed Annuities

A diversified portfolio does not assure a profit or protect against loss in a declining market.

Investments

Financial Planning

Insurance

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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