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SHAUGHNESSY FINANCIAL

4.6/5 (69)
NameSHAUGHNESSY FINANCIAL
Address610 McMurray Road, Unit 3, Waterloo, ON N2V 2E7
Phone +1-519-747-4220   +1-877-537-4006  
Email ID
SpecialityEducation Funds, Estate Taxes, Financial Strategy, Mutual Funds, Registered Retirement Income Fund, Guaranteed Investment Certificates, Registered Education Savings Planstax-Free Savings Account, Insurance, Retirement, Registered Disability Savings Plan, Fixed-Income Investments, Tax and Estate Planning, Portfolio & Insurance Analysis
AboutShaughnessy Financial is a financial services firm that provides independent financial advice in the Waterloo area. Their primary goal is to support each client to meet their unique financial goals. They serve individuals, families and businesses in the Waterloo area. Gary Shaughnessy is a financial advisor and owner of Shaughnessy Financial. He has been helping clients with individual and group investment plans for more than 28 years. He recommends a simple three-step solution, planning, professional investment management and periodic review of progress; this is the proven approach to achieving financial goals. Shaughnessy Financial offers careful planning to help ensure the highest income level to make your retirement dreams a reality. Contact them to request an appointment.
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