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At Shea Financial Services, we specialize in helping individuals and families achieve their retirement goals and live a more confident retirement. Our comprehensive planning process is designed to provide clarity and confidence for your financial future. We offer expert advice on retirement planning, investment strategies, estate planning, insurance, and tax planning, all tailored to your unique needs and goals. With our family-owned and operated business, you'll work directly with our experienced financial advisors, Dave and Michael Shea, to develop a personalized plan that ensures you can enjoy the retired life you've always imagined.
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Parkhurst Financial Services focuses on developing long-term relationships with clients to help them reach their personal and financial goals. Our goal is to assist clients in realizing their dreams while building a legacy for future generations. We offer services in investments, insurance, retirement planning, managing finances, asset allocation, business succession planning, and charitable giving.
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