Shea & McMurdie Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2435 N Central Expy Ste 1020, Richardson...

Phone Number

(972) 680-1101

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Shea & McMurdie Financial

Shea Wealth Management offers strategic wealth management services tailored to guide clients in achieving their financial goals. The firm specializes in comprehensive financial planning, retirement preparation, and estate planning for busy professionals, pre-retirees, and high-net-worth families. With a focus on personalized investment management and a fiduciary standard, Shea Wealth aims to empower clients to make informed financial decisions. Their expert team provides actionable advice that considers all aspects of a client's financial life.Explore more
Shea & McMurdie Financial's Social MediaPopular SearchesShea & Mcmurdie FinancialMCMURDIE FINANCIAL AsShea & McMurdie RetirementThe Mcmurdie Group IncMcMurdie GroupSIC Code 62,628NAICS Code 52,523Show more

Shea & McMurdie Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shea & McMurdie Financial

<$5M
1-10
Private
-
2006
SP
Suzanna PasseyClient Service Specialist
$5.4M
1-10
Private
-
-
SS
Scott StevensPresident & Financial Planner
<$5M
1-10
Private
-
2014
MD
Michael DoriganFounder & Financial Advisor
<$5M
1-10
Private
-
-
AS
Aaron SoderstromFounder & Investment Chief & Strategist
<$5M
1-10
Private
-
-
BZ
Bella ZemanClient Service Associate
<$5M
1-10
Private
-
2015
NS
Nicholas SmithFinancial Consultant
<$5M
1-10
Private
-
2009
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shea & McMurdie Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shea & McMurdie Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shea & McMurdie Financial.

Shea & McMurdie Financial Tech Stack

A closer look at the technologies used by Shea & McMurdie Financial

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Frequently Asked Questions Regarding Shea & McMurdie Financial

What is Shea & McMurdie Financial's official website?
Shea & McMurdie Financial's official website is www.myretirementgroup.com
What is Shea & McMurdie Financial's Revenue?
Shea & McMurdie Financial's revenue is <$5 Million
What is Shea & McMurdie Financial's SIC code?
Shea & McMurdie Financial's SIC: 62,628
What is Shea & McMurdie Financial's NAICS code?
Shea & McMurdie Financial's NAICS: 52,523
How many employees does Shea & McMurdie Financial have?
Shea & McMurdie Financial has 1-10 employees
What industry does Shea & McMurdie Financial belong to?
Shea & McMurdie Financial is in the industry of: Finance, Securities Trading
What is Shea & McMurdie Financial competition?
Shea & McMurdie Financial top competitors include: Smith Wealth Management Group TX, Eastgate Financial Group, Omega, Conversion Financial Services
What technology does Shea & McMurdie Financial use?
Some of the popular technologies that Shea & McMurdie Financial uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Shea & McMurdie Financial?
Shea & McMurdie Financial contact info: Phone number: (972) 680-1101 Website: www.myretirementgroup.com
What does Shea & McMurdie Financial do?

Shea Wealth Management offers strategic wealth management services tailored to guide clients in achieving their financial goals. The firm specializes in comprehensive financial planning, retirement preparation, and estate planning for busy professionals, pre-retirees, and high-net-worth families. With a focus on personalized investment management a... nd a fiduciary standard, Shea Wealth aims to empower clients to make informed financial decisions. Their expert team provides actionable advice that considers all aspects of a client's financial life.Read More

What are Shea & McMurdie Financial social media links?
Shea & McMurdie Financial Linkedin page Shea & McMurdie Financial Facebook page
Is Shea & McMurdie Financial a public company?
Shea & McMurdie Financial is private company therefore does not currently have an official ticker symbol
See more information about Shea & McMurdie Financial

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