Company Information

Get to know shea & mcmurdie retirement

Founded in 2002 by John L. Shea and Ryan McMurdie, Shea & McMurdie Financial is an independent, fee-only financial planning and investment management firm. Operating as a fiduciary, the company is legally and ethically bound to act in the best interests of its clients. Its mission is to provide unbiased, comprehensive financial planning and investment management services, helping clients navigate retirement, investments, and other long-term financial goals with a personalized strategy.

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shea & mcmurdie retirement

United States

Founded in

1973 (53 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.