Shaughnessy Financial

Closed
610 McMurray Rd
Waterloo, ON N2V 2E7

Shaughnessy Financial, located in Waterloo, ON, offers expert financial guidance and personalized solutions tailored to individual needs. Their comprehensive suite of services includes investment portfolio optimization, retirement and estate planning, tax planning, and insurance analysis, all aimed at empowering clients to navigate their financial journeys with confidence.

The firm's dedicated team specializes in aligning financial strategies with life stages, from young families to retirees, ensuring that clients can achieve their financial aspirations. With a commitment to responsible investing and maximizing financial efficiency, Shaughnessy Financial stands ready to help clients safeguard their assets and plan for a prosperous future.

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