Broker Check

Sheehy & Molinelli

At Sheehy & Molinelli, we provide access to objective investment strategies that address your unique financial planning needs and personal financial goals. When you work with us, you can be confident that our investment recommendations and guidance are based on addressing your objectives, not on selling particular products or services. 

We take the time to learn about you and your family, as well as your retirement goals and aspirations. Meetings with us may take longer that a meeting with another advisor because we dig deeper. We want to understand every aspect of your life which allows us to make recommendations to customize a retirement income plan to meet your goals. 

It is equally important for you to understand what we are attempting to deliver. To that end, it is imperative for you to recognize the amount of volatility that you may experience from your investments. To assist us in identifying your comfort level relating to portfolio volatility we utilize Riskalyze - cutting edge risk analysis software that enables clients to have a clearer understanding about the risk/reward tradeoffs relating to their portfolio. 

When you combine over 30 years of experience with the modern insights of financial planning techniques and software, we become a cutting edge team. A benefit of working with us is having two CERTIFIED FINANCIAL PLANNERS™ (CFP®) working in concert to walk you through every step of your retirement plan.