Overview

Shea & McMurdie Financial

Information by Research Trustfinance

https://sheamcmurdie.com/

Founded in 1982 by Craig Shea, Shea & McMurdie Financial is an independent financial planning firm dedicated to providing objective advice and personalized strategies for individuals, families, and business owners. The firm focuses on building long-term relationships and helping clients manage their wealth through comprehensive services, including financial planning, investment management, retirement planning, estate planning, and insurance solutions. Their advisors are affiliated with Commonwealth Financial Network®, a registered investment adviser and broker/dealer.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Insurance
  • Other Service