J Marshall Associates - Fall River, Massachusetts
Address: 982 Eastern Ave, Fall River, MA 02723, United States.
Phone: 5086733300.
Website: jmarshallfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of J Marshall Associates
Okay, here’s a comprehensive overview of J Marshall Associates, designed to be a helpful resource for potential clients, presented in a formal and approachable style:
Introduction to J Marshall Associates
J Marshall Associates is a respected financial planning firm dedicated to providing personalized and comprehensive financial guidance to individuals and families. Located in Fall River, Massachusetts, the firm operates with a commitment to building long-term relationships based on trust and expertise. They strive to empower clients to achieve their financial goals through strategic planning and proactive management. The firm’s dedication to accessibility and client service is a cornerstone of their operation.
Location and Contact Information
Clients can easily locate J Marshall Associates at 982 Eastern Ave, Fall River, MA 02723, United States. For immediate contact, they can reach them by phone at 508-673-3300. Their official website, jmarshallfinancial.com, offers a wealth of information, including details about their services, team members, and investment philosophy. It’s also a convenient place to schedule an appointment.
Key Services and Specializations
At J Marshall Associates, the core focus is on providing robust financial planning solutions. This encompasses a broad range of services designed to address diverse client needs. These typically include:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Education Funding
The firm takes a holistic approach, recognizing that financial well-being is intricately linked to other aspects of life. They aim to create a tailored strategy that aligns with each client’s unique circumstances and aspirations.
Accessibility and Client Experience
J Marshall Associates is committed to ensuring a welcoming and accessible environment for all clients. The office features a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating their dedication to inclusivity. Furthermore, a wheelchair-accessible toilet is available on-site. Client comfort is prioritized, with the provision of standard toilet facilities. It’s important to note that appointment required, and appointments are recommended to ensure dedicated attention to each client's needs. The positive feedback regarding prompt greetings and efficient transaction completion suggests a highly professional and client-focused approach.
Client Feedback & Reputation
J Marshall Associates currently holds 3 reviews on Google My Business, all receiving an outstanding average opinion of 5/5. This demonstrates a consistently positive client experience and reinforces the firm’s commitment to excellence. The reviews highlight courteous and friendly service, efficient processing, and a clear dedication to client satisfaction.
Overall, J Marshall Associates presents itself as a reliable and client-centric financial planning firm, well-equipped to assist individuals in navigating their financial journey.
👍 Reviews of J Marshall Associates
