SHP Financial

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225 Water St Ste C210
Plymouth, MA 02360

SHP Financial, located in Plymouth, Massachusetts, is dedicated to providing comprehensive financial planning and wealth management services for individuals in or nearing retirement. Their experienced team of financial professionals focuses on creating personalized strategies to help clients achieve financial freedom through their unique SHP Retirement Road Map process.

With over 20 years of experience, SHP Financial emphasizes the importance of holistic planning, covering areas such as income, investment, tax, healthcare, and legacy planning. Their commitment to empowering clients ensures that financial decisions align with personal goals, allowing retirees to focus on what truly matters in life.

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Reviews

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4.05 reviews
Photo of Clare O.
Clare O.
8/11/2022

We are very happy with SHP! Everyone is very nice and helpful! Our retirement is right on track!!

Photo of Matt Y.
Matt Y.
2/14/2015

Have been doing business with shp for close to 10 years. Great group of people, professional and honest. They done great things for myself and my parents. I would highly recommend this group.

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Brad J.
2/14/2015

I work at a brokerage company with financial advisors as clients from all across the country. I've known the three partners for over five years and they operate with the highest level of integrity...

Mark H.
12/15/2014

Wild ride and glad it's over. No proactive guidance on retirement investments or overall planning at all. One year turned into a loss.

Bianca S.
3/3/2014

I have used this company to buy structured settlements (annuities). They have some of the best rates going. You can get a weekly email with current offers. They will meet you at your home or...

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