General Info

John Marshall & Associates is an investment advisory firm located in Lake Havasu City, Ariz. The firm offers assistance in investment, financial planning, insurance and tax planning, to name a few. It also offers specialized advisory and investment services for bonds, securities, retirement plans, college plans, life insurance, disability income insurance, tax return preparation and relocation tax issues. Additionally, John Marshall & Associates provides services for state tax audits as well as income, gift and estate tax returns and brokerage accounts.