Michael Shear

Michael has been advising his clients for over 50 years. A highly regarded, seasoned veteran that has “seen it all” in his years as a financial advisor.

Michael has assisted thousands of clients during his career helping them achieve the financial goals and living the life they choose. His involvement and caring for his clients has enabled them to educate their children and grandchildren, save for major life altering purchases and fund their own comfortable retirement.

He works alongside his son and partner Scott- together they serve hundreds of families and small businesses. Their objective is to provide people with outstanding white glove service and appropriate investment choices. Their personal moto is “provide these services in a courteous and respectful manner” We strive to make every client experience a “SHEAR JOY”.