Founded in 1983 by Timothy Shea, Shea Financial Services is an independent financial planning and wealth management firm dedicated to providing personalized financial strategies for individuals, families, and businesses. The firm operates on a client-first philosophy, emphasizing long-term relationships and a team-based approach to create customized plans covering investment management, retirement planning, insurance solutions, estate planning, and tax strategies. As an independent entity, they are not tied to any proprietary products, allowing for objective advice tailored to each client's unique goals.

Founded in

United States