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SHEEHAN FINANCIAL ADVISORS, LLC provides expert financial services to assist clients in reaching their financial goals. Established in 2005, the company has helped numerous individuals and businesses make sound financial decisions to secure their financial future. With a team of highly qualified and experienced advisors, SHEEHAN FINANCIAL ADVISORS, LLC is dedicated to providing personalized and comprehensive financial advice to their clients.
h2: How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Assists clients in creating personalized financial plans
- Offers a range of financial services to meet clients’ specific needs
- Advises on investment strategies and portfolio management
- Assists in retirement planning and wealth management
h2: Facts and Insights
SHEEHAN FINANCIAL ADVISORS, LLC has over $500 million in assets under management and has been in business for over 15 years. With a team of 10 dedicated advisors, the company has a proven track record of helping clients achieve their financial goals.
h2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
h2: Financial Services Offered
SHEEHAN FINANCIAL ADVISORS, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Insurance planning
- Wealth management
h2: Client Types
SHEEHAN FINANCIAL ADVISORS, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
h2: Fees & Compensation
SHEEHAN FINANCIAL ADVISORS, LLC operates on a fee-based model, meaning that their compensation is based on a percentage of the assets under management. This ensures that the company’s interests are aligned with their clients’ financial success. Fee schedules may vary depending on the type of services provided.
h2: Background
The founder and CEO of SHEEHAN FINANCIAL ADVISORS, LLC, John Sheehan, has over 20 years of experience in the financial industry. He is a certified financial planner and holds a master’s degree in finance from a reputable university. The team of advisors at SHEEHAN FINANCIAL ADVISORS, LLC also has extensive experience and expertise in various financial matters.
h2: Financial Advisor Disclosures to Know
SHEEHAN FINANCIAL ADVISORS, LLC has a clean record with no disclosures or disciplinary actions on file. The company prioritizes transparency and adheres to strict ethical standards in all their dealings with clients.