Broker Check

Our Partnership Pledge

Partnership Pledge

PARTNERSHIP PLEDGE

At Sheehy & Molinelli, we view our relationship with each client as a partnership. Here's what you can expect when you choose Sheehy & Molinelli as your partner in wealth management.

Quality Service

You will receive a high level of proactive, courteous service from each member of the Sheehy & Molinelli team. We will take the time to explain every aspect of your account or investments thoroughly to you, and our communications with you will be clear.

Accredited Advisor

In addition to his knowledge-based professional designations, Bill is an Accredited Investment Fiduciary advisor. As such, he acts as the co-fiduciary for retirement plans.

Confidentiality

We adhere to the strictest levels of confidentiality with information you provide to our team. We will protect all information to the highest standards outlined by the SEC, FINRA, and state and regulatory agencies.

Transparency

When you partner with us, you will know the costs for portfolio management, transactions and advisory services. There are no hidden fees or surprise sales charges.

Accuracy

We will receive accurate reporting of all your managed accounts. Your statements will identify all account positions, cash receipts and disbursements made through our firm.