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*
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.
MEET OUR TEAM
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.