Call: 508-673-3300

Financial Planning and Insurance for Greater Fall River, MA

Email: info@jmarshallfinancial.com
J. Marshall Associates Financial
		  Planning and Insurance for Greater Fall River, MA

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:

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 licensed 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.

Philosophy Of Doing Business

J. Marshall Associates, Inc. is represented by a diverse group of sales professionals with varying individual talents, characteristics and personal goals. Our common goal is to become the premier provider of financial securities products and services.

We are proud of our position as an industry leader and of the companies we represent. Our success is the result of our superior sales force and a shared commitment to being a strong, stable and ethical organization. In all of our business transactions, we strive to do the right things right.

We realize that “things change” and we are prepared to make adjustments to our way of doing business. Nevertheless, some things remain constant, and we are all guided by certain unchanging principles:

  • We believe our primary responsibility is to the clients we serve.
  • We strive for the highest standards of integrity, professionalism and excellence in every activity we perform.
  • We are committed to maintain our reputation for sounds business ethics.
  • We respect the dignity and worth of every person. It is on the basis of this respect that all our dealings with people are pursued, regardless of physical differences, beliefs or values.
  • We believe there is a capacity for self-motivated achievement in each of us.
  • We strive to share information and ideas frequently and candidly, recognizing the need in our profession to support one another in this way.
  • We believe that as individuals, and as representatives of our industry and company, we owe it to the communities in which we live and work to be responsible citizens.

Commitment to the Community

We Contribute to:

Profiles

Our Process

Credentials, Associations and Affiliations

J. Marshall Associates is a member of the
Financial Services Institute

Joseph A. Marshall:
Registered Financial Consultant (RFC) / Founder & President
Licenses: Life & Health Insurance, Series 6,63 and 65.
Member of the National Association of Investment Advisors.
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Tracy Baker:
OSJ, Branch Manager
Licenses: Life & Accident and Health Insurance, Series 7, 66 and 24.
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Kimberly Butterfield:
Chartered Financial Consultant (CHFC) / Vice-President and Director of Administration
Licenses: Life & Health Insurance, Series 6, 7, 63, and 65.
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Richard C. Bassett:
Financial Representative / Marketing Manager
Licenses: Life & Health Insurance, Series 6, 63, and 65.
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Steven R. Pereira:

Financial Representative / Attorney At Law
Licenses: Life & Health Insurance, Series 6 and 63.
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Andy Simpter:

Financial Representative
Licenses: Series 4, 7, 24, 53, 55, 63, 65, 79, 87, and 99. Producer’s license for Life, Accident and Health Insurance through the Massachusetts Division of Insurance.
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