Call us today! 203-400-0080


Trusted financial advisers in Shelton, CT
Sound financial advising
Investment advising
Retirement advising

Experienced confident financial advisor in Shelton, CT

We have over 25 years of experience and will work with you to create a comprehensive financial plan for your future. Whether your're looking to build your investment portfolio, plan for your retirement or restructure your current finances, Shelton Financial Services, LLC we'll help you make the right decision. Call today to set up a free consultation!

Expert guidance

Shelton Financial Services LLC provides expert guidance in Shelton, CT. Whether you're new to investing or are looking to retire within the next few years, we'll help your money work for you. From Mutual Funds and Annuities to Managed Accounts Shelton Financial Services can provide suitable options to assist you in meeting your goals. Call today to set up a free consultation!
 

Investment Planning

Shelton Financial Services will help you create savings plans you can depend on. Are you looking to put your children through college? We can help you set up a 529 plan that will help them succeed. Are you worried about your retirement? We can help you roll your 401k into a suitable IRA that will take care of you down the road. No matter your need, we're here for you. 

Affordable options

Our financial services provide you with a plan to help make your money work for you. Shelton Financial Services looks to keep costs low in order to help your nest egg continue to grow for years to come. Your financial stability is directly tied to our success. 
Shelton, CT's retirement planning professionals
We provide solid financial planning for people from all walks of life. From helping you restructure your current finances to setting up suitable IRAs, annuities, mutual funds and managed accounts. Are you planning for your retirement? We have over 25 years of experience and offer expert guidance.




Sound financial planning in Beacon Falls, CT
Call us today! 203-400-0080
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