Since 1979 our firm has had the pleasure and privilege of working with clients nationwide to address the challenges of the financial aspects of their lives. Whether it be investment management, estate planning, business/business succession planning, or addressing other types of financial issues, we stand ready to assist you and any other advisors you may have to develop a cohesive, properly orchestrated strategy to pursue your goals.
Our team of experienced Certified Financial Planners and advisors is committed to providing excellent service to our clients. We are dedicated to integrity in our practice and are pleased to offer unbiased recommendations and impartial financial guidance. Securities offered through LPL Financial, Member FINRA/SIPC.
Our team of experienced Certified Financial Planners and advisors is committed to providing excellent service to our clients. We are dedicated to integrity in our practice and are pleased to offer unbiased recommendations and impartial financial guidance. Securities offered through LPL Financial, Member FINRA/SIPC.
Services
Our team at Sheller Financial Services stands ready to assist you in developing and implementing a customized financial plan based on your needs, goals, and specific risk tolerance. We have experience with a wide range of options available to us as we assist clients in designing and executing a well-thought-out and properly diversified investment strategy.
Gary S. Sheller, CFP(R) is the founder and executive consultant at Sheller Financial Services. Gary founded the firm in 1979 and has continuously served clients on a nationwide basis since that time. Gary holds a broker's license for insurance, real estate, and securities held with LPL Financial. Gary has extensive experience working and advising in each of these areas.
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