SHP Financial - Plymouth, Massachusetts

Introduction to SHP Financial

Located at 225 Water St Building C, Suite C210, Plymouth, MA 02360, SHP Financial stands out as a leading financial planning service in Plymouth, Massachusetts. Clients can reach them at 508-746-2400. For more detailed information, their comprehensive website offers insights into their services and how they assist individuals in navigating the complex world of finance.

Key Features and Accessibility

SHP Financial is not just a financial planning service; it's a full-service provider dedicated to helping clients achieve their financial goals. Accessibility is a key aspect of their commitment, offering a wheelchair accessible entrance, parking lot, and restrooms, ensuring that everyone can enjoy their services comfortably. This considerate approach to inclusivity reflects their dedication to customer service excellence.

Services and Specialties

The core specialty of SHP Financial is offering expert financial planning services. This includes personalized advice tailored to individual needs, which is crucial in today's economic climate. Their services are characterized by a deep understanding of financial strategies and a proactive approach to helping clients plan for the future.

Customer Experience and Appointments

Clients often praise SHP Financial for the exceptional support and guidance provided. Appointments are required, underscoring the personalized nature of their service. The company's recommendation to schedule these visits suggests a commitment to thorough, thoughtful financial planning rather than quick fixes. The average opinion on Google My Business is a remarkable 5/5, highlighting high client satisfaction.

Additional Points of Interest

- Wheelchair accessibility: Ensures that all clients, regardless of mobility, can access services.

- Appointment necessity: Reflects the personalized and detailed service offered.

Recommendation to Contact SHP Financial

For those seeking professional financial guidance, SHP Financial is highly recommended. Their cutting-edge approach, combined with a welcoming environment for all, makes them a standout choice. To experience their exceptional service firsthand, consider scheduling an appointment through their website at shpfinancial.com. Remember, the journey to financial security begins with a single step, and SHP Financial can be your trusted guide.

This summary encapsulates the essence of SHP Financial, highlighting their key features, accessibility, specialized services, and the overwhelmingly positive reception they've earned from clients. It's clear that for anyone looking to secure their financial future, SHP Financial could be the key partner they need. Don't hesitate to reach out through their website to start this important journey.

👍 Reviews of SHP Financial

Ray F.

5/5

SHP provides outstanding support and guidance. Their recommendations are spot-on aligned with our strategy. The operation is clearly cutting edge both in terms of their service product, and the fact that the team clearly loves their jobs. It's obviously a great place to work. I highly recommend SHP without reservation.

Marco P. W.

5/5

We all had a great time. Everyone enjoyed the movie, the snacks and bar drinks. Nice that Mathew Peck came by. One of our movie goers was interested in maybe joining with SHP. Thanks for hosting!

Barbara S.

5/5

We expected to receive professional financial support from SHP to begin our retirement, but we have received so much more. Kyle and the team have helped us make connections with lawyers to create wills and trusts, accountants for our taxes, and investment companies to increase our portfolio. They do all of this in a friendly environment where we always feel welcome and we can ask any questions, no matter how small.

Mary M.

5/5

SHP has provided me great advice and peace of mind with my retirement plan and goals. My advisor, Patrick Randall, is knowledgeable and patient and takes great care in explaining all my options in how I can move forward in creating the retirement I’ve dreamed about. The entire SHP team is fantastic, personable and they appreciate and provide great care to their clients. I’m living my dream and have SHP to thank for it!!

Lidia A.

5/5

Tony and I loved our evening out at the SHP Gala. It was a fun night with such nice people!

John M.

5/5

I have found SHP Financial to be an excellent financial advisory firm with a supportive staff that gets the job done. I am also pleased with their social programs such as boat cruises and golf outings. They definitely appreciate their clients and give back. Lots of fun.

John D.

5/5

The greatest team that any Financial Advisor group could ever put together. They treat you like family and like the song says "Everybody knows your name"

Bob F.

5/5

We met Keith through our Estate attorney. At that time we were with Morgan Stanley. It took Keith over a year to convince us to move our retirement portfolio to SHP. With MS, we were a small fish in a very big pond. Moving to SHP, we were a little bigger fish in a smaller pond. End result, much more personal attention and focus on managing our assets to achieve our retirement goals. Couldn’t be happier having made the transition. Would highly recommend and have introduced new clients to SHP.