Shea Financial Advisors

EST. AUM
$116,521,879

CONTACTS
1

CLIENT ACCOUNTS
252

Firm Details

Metro area Stamford
CRD Number 125606
Website n
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Overview

Shea Financial Advisors is an independent, fee-only financial advisory firm based in New Canaan, Connecticut. Founded in 1993 by Brian M. Shea, CFP®, EA, the firm specializes in providing comprehensive financial planning, investment management, and tax advisory services to individuals and small businesses.

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See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Shea Financial Advisors

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