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Michael Shea Planning

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Financial Planning Consultants, Investments, Retirement Planning Services

40 Music Sq E, Nashville, TN 37203

615-800-6963

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DETAILS
General Info
As a CERTIFIED FINANCIAL PLANNER, Michael J. Shea has gladly served the people of Nashville with their financial planning needs since moving to the Music City in 2014. He enjoys listening and learning about clients needs, aspirations, and goals to create and deliver tailored solutions for their specific needs.
Hours
Regular Hours
Mon - Fri:
Categories
Financial Planning Consultants, Investments, Retirement Planning Services, Taxes-Consultants & Representatives
Services/Products
    Estate PlanningWillsDiversificationEquity InvestmentsFinancial ManagementFee-Based Financial PlanningInvestment PlanningFinancial PlanningInvestment BankingIRA RolloversTax Advisors1035 ExchangesRetirement PlanningTrustsTax PlanningFinancial ConsultantsStock InvestmentsInsurance PlanningEstate ManagementBusiness PlanningInvestment ResearchFinancial Education Workshops
    Inheritance PlanningFamily Financial PlanningAsset ManagementCharitable TrustsMoney Market AccountsInvestmentsReal Estate InvestmentsBondsMutual FundsMunicipal Securities401k PlansIndividual Retirement AccountsRoth Individual Retirement AccountsKeogh PlansSEP Individual Retirement AccountsTax-Exempt SecuritiesGovernment SecuritiesGovernment BondsStocksCertificates of DepositMoney Market FundsIndex Funds
Accreditation

Certified Financial Planners

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Data provided by one or more of the following: Thryv, Data Axle, Yext.