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Putting Your Money to Work for You

Shea & McMurdie investment advice is designed to help you accumulate wealth and better manage your current assets. As independent financial advisors, we offer you unbiased guidance, free from vested interests, quotas or proprietary restrictions. This helps keeps your expenses down and holds your plan on course to a better solution. Our advisors teach and guide you in selecting the right investment products. Allocation and diversification of your portfolio, according to your risk tolerances, helps to weather the ups and downs of a changing market. We explain what options are available to you, how they work and, most important, what works best for you. The end result is an investment plan that is personalized, based on long-standing knowledge and experience – and structured in your best interest.