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Independent Advice From Our Family to Yours

Shea Financial Services is family-owned and fully independent.

Shea Financial Services is a family-owned and operated business. At all times, you work directly with two generations of our family—and you always will.

Dave and Michael Shea provide your retirement income advice and manage the planning process. Because Shea Financial Services is fully independent, we're not paid to promote products and services from specific companies. That gives you access to many different tools to help achieve your goals across retirement planning, investments and insurance.

We value our reputation and we want to grow with your family year after year, decade after decade. That means independent advice you can trust, direct from our family to yours.


The Shea Financial Services Family

Dave Shea

Dave Shea

President, Financial Advisor

Michael Shea

Michael Shea, CFP®

Financial Planner

Michele Shea

Michele Shea

Office Administrator


One of the nation’s leading wealth management firms, Osaic Wealth helps advisors service the financial needs of their clients.

Click here to learn more about Osaic Wealth.


How to Get Started

With Shea Financial Services, you always work directly with someone whose name is on the building. In fact, we are selective about our clients, because we want to ensure our family can give the most attention possible to your family.

Interested in becoming part of the Shea family? Answer a couple of quick questions if any of these sound like you:

1. You're getting ready to retire: You're saving and investing to retire, and ready to figure out where you stand and how to get to the retirement you envision.

2. You're making retirement decisions now: You need advice on how to create the retirement you want.

3. You know you can retire, but you're too busy to handle the details: You have the means to retire, but you don't have the time to plan everything out.

If any of these describe you, give us a call at (440) 897-9828. We'd love to discuss how we can help you retire with confidence.


IF YOU’D LIKE TO LEARN HOW YOU CAN RETIRE WITH CONFIDENCE

IF YOU’D LIKE TO LEARN HOW YOU CAN RETIRE WITH CONFIDENCE

Schedule your Exploratory Call today