J Marshall Associates
Financial Planning and Insurance for Greater Fall River, MA
5.0
Financial planning and insurance services for Greater Fall River, MA.
About
Founded in 1989, J. Marshall Associates provides comprehensive financial planning, investment, and insurance services in the Greater Fall River, MA area.
With over 40 years of experience, the firm offers wealth accumulation, investment planning, business continuation, retirement, and legacy planning, as well as life, disability, and long-term care insurance. The team is licensed in Massachusetts and Rhode Island and represents reputable insurance companies to deliver competitive pricing. The firm is committed to community involvement and ethical business practices.
Services
Investments
Wealth accumulation and investment planning services.
Financial Planning
Comprehensive financial planning including retirement, legacy, and estate planning.
Insurance
Life, disability, and long-term care insurance solutions.
Credentials & Certifications
Reviews
