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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

Investments

The members of J. Marshall Associates can help you meet 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 meet 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.

Products

  • Mutual Funds
  • ETF’s – Exchange Traded Funds
  • Brokerage Accounts
  • Managed Accounts
  • Variable Annuities
  • Variable Life
  • Stocks
  • Bonds
  • Equity-Indexed Annuities
“What I love about this business is the personal relationships I’ve gained with my clients.”
–Kimberly Butterfield