Click Here to check the background of this investment professional on FINRA's BrokerCheck
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Who We Are
Brian Shey specializes in the areas of investment, retirement and business/estate planning strategies and is an Advocate with a 20-year record as a leader working in the high-end insurance channels. Brian is known for his approach to...