J Marshall Associates Inc.

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:

Wealth Accumulation  
Investment Planning
Retirement Planning
Legacy Planning
Wealth Distribution
Elder-Care Planning
All associates are licensed to conduct business in both Massachusetts and Rhode Island and maintain continuing education requirements respectively.

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.

Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  Cetera is under separate ownership from any other named entity.