Millennial Money Management

Shaffer Financial Services is a well-established financial firm based in Conneaut Lake, PA. Specializing in personalized financial planning and investment management, the company offers a range of services to help clients achieve their financial goals. With a team of experienced financial advisors, Shaffer Financial Services provides tailored solutions to individuals and businesses seeking to secure their financial future. Committed to transparency and client satisfaction, the firm strives to deliver comprehensive financial guidance and support. Generated from their business information

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Contact us today to schedule an appointment!

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy