Michael Shea Planning

More Info

General Info

As a CERTIFIED FINANCIAL PLANNER, Michael J. Shea has gladly served the people of Nashville with their financial planning needs since moving to the Music City in 2014. He enjoys listening and learning about clients needs, aspirations, and goals to create and deliver tailored solutions for their specific needs.

Email

Email Business

Services/Products

Estate Planning, Wills, Diversification, Equity Investments, Financial Management, Fee-Based Financial Planning, Investment Planning, Financial Planning, Investment Banking, IRA Rollovers, Tax Advisors, 1035 Exchanges, Retirement Planning, Trusts, Tax Planning, Financial Consultants, Stock Investments, Insurance Planning, Estate Management, Business Planning, Investment Research, Financial Education Workshops, Inheritance Planning, Family Financial Planning, Asset Management, Charitable Trusts, Money Market Accounts, Investments, Real Estate Investments, Bonds, Mutual Funds, Municipal Securities, 401k Plans, Individual Retirement Accounts, Roth Individual Retirement Accounts, Keogh Plans, SEP Individual Retirement Accounts, Tax-Exempt Securities, Government Securities, Government Bonds, Stocks, Certificates of Deposit, Money Market Funds, Index Funds.

Accreditation

Certified Financial Planners

Other Link

www.michaelsheaplanning.com

Categories

Financial Planning Consultants, Investments, Retirement Planning Services, Taxes-Consultants & Representatives

Reviews

Details

Phone: (615) 800-6963

Address: 40 Music Sq E, Nashville, TN 37203

Website: www.michaelsheaplanning.com