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As your personal financial consultants, we are concerned only about achieving your personal goals and want you to experience the difference we offer in the world of wealth management. 

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Products & Services

Products & Services

At Shea & McMurdie Financial we assist clients in the areas of:

  • Risk Management
  • Retirement Planning
  • Estate Transfer
  • Investments
  • Tax Planning
  • Education Planning

Through our comprehensive approach, clients are able to work toward their goals and objectives.

Selecting a Financial Planner*

Selecting a Financial Planner*

Take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services. Financial planners can provide you with guidance over your lifetime or work with you to address specific financial concerns. A planner can play a central role in helping you achieve financial well being as well as meet your life goals. Choosing a financial planner may be one of the most important decisions you ever make.



When our financial advisors manage your money, you get all our experience that encompasses multiple generations and more than 35 years of helping families like yours build wealth and retire comfortably.  Our advisors have the experience and educational background to manage your most important financial goals.  Our goal at Shea & McMurdie Financial is to be your most trusted financial advisor through our professional knowledge, our integrity, and our personalized wealth management service.  We hope that we may share the opportunity to assist you in identifying and implementing what is truly important to you and help you pursue your all of your financial goals.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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