At Candace Shira Associates, we build our relationships on the fundamental belief that nothing is more important than our client's goals. As your financial advisor, your objectives are our objectives. The Candace Shira wealth management approach is holistic in developing a customized asset growth and management plan.
We understand, in asset management, there is a delicate balance between risk and reward; and at Candace Shira Associates, we understand the need for flexibility that comes with anticipating life's changing circumstances. Candace Shira Associates has a history of success in investment advisory services, retirement planning, estate planning and wealth management and always offers a complimentary no-obligation initial consultation.
We understand, in asset management, there is a delicate balance between risk and reward; and at Candace Shira Associates, we understand the need for flexibility that comes with anticipating life's changing circumstances. Candace Shira Associates has a history of success in investment advisory services, retirement planning, estate planning and wealth management and always offers a complimentary no-obligation initial consultation.
Services
Choosing a financial advisor means getting to know more about them than a website can tell you. We offer a one hour, non-obligatory consultation to give you an opportunity to meet us, ask questions and decide for yourself if we can work together. Give us a call. It won't cost a thing and may give you peace of mind and a new start to reaching your financial goals.
Our long time clients are familiar with our consultative approach to providing financial advice. Before Financial Planning was an accepted discipline we understood the importance of an independent view of personal finance. We have a "bottoms up" approach to learning about you, your individual concerns and goals.
Our firm is comprised of people who have worked with each other for years and known each other even longer. That means that we understand and agree on the underlying philosophy of service versus sales for our clients. We are not the folks who can sell ice to an eskimo, as they say, and we don't want to be.
We hope you have found our website helpful. If you have additional questions, don't hesitate to call or email us at Dreynolds@candaceshira.com. We look forward to hearing from you. We are currently working remotely but please reach us via email or cell phone #585-329-2408 during regular office hours Mon-Thurs 8:00-4:00 and Friday 8:00-12:00.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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