SHR Wealth Management – Osaic Wealth Affliate Firm

SHR Wealth Management - Osaic Wealth Affliate Firm is a financial planner in Manhasset, NY. The firm specializes in helping individuals develop sound retirement strategies and provides personalized, hands-on service to clients navigating complex financial landscapes. Their expertise includes money management, investments, insurance, estate conservation, and wealth preservation. The firm has earned a 3.70 rating from 161 reviews.

The firm utilizes a team approach to address a wide variety of client needs, drawing on diverse backgrounds and experiences to provide multiple perspectives. Their process focuses on creating tailored strategies for retirement, college savings, and estate planning, including specialized services like special needs trusts. The team is dedicated to educating clients on various financial products, such as IRAs, brokerage accounts, and various insurance types, including life and long-term care insurance. By prioritizing long-term relationships built on trust, honesty, and integrity, the professionals aim to help families manage debt, prepare for life transitions, and pursue purpose-driven financial futures.

The business information available online is thorough and well-documented, making it easy for potential clients to learn about their services and educational resources. Their website is well-optimized, ensuring that their financial planning expertise and client-focused approach are clearly accessible.

SHR Wealth Management - Osaic Wealth Affliate Firm provides dedicated financial guidance and personalized wealth management strategies for the Manhasset community.

Services:

• Estate Planning
• Insurance Services
• Investment Management
• Retirement Planning
• Tax Planning