General Info

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