3812 Quakerbridge Road,
At Sheehy & Molinelli we develop a personal relationship with you so that we can stay focused on your objectives. We help you understand our management approach and investment outlook throughout changing marketing conditions. As independent financial consultants, we seek out strategies to build portfolios that match your objectives and risk tolerance. Through portfolio reviews, we stay attuned to your ever-evolving financial needs and can make appropriate adjustments to your investments.
We believe our teamwork approach adds a broader perspective to all we do. Our team can help you through:
Retirement planning process
Retirement planning analysis
Your resource for timely information
Our experienced team has helped many people like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*Financial planning services offered through LPL Financial, a Registered Investment Advisor.