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Business Profile

Financial Planning Consultants

SHP Financial, LLC

About

About This Business

SHP Financial provides financial planning and wealth management services, including income, investment, tax, healthcare, and legacy planning. The company assists clients with developing a comprehensive strategy designed to address individual financial goals, employing the SHP Retirement Road Map® process. The business provides services to commercial customers.

BBB Accredited Since: 6/26/2007

Years in Business: 23

Products and Services

Estate Planning, Financial Advisory, Healthcare Planning, Income Planning, Investment Planning, Legacy Planning, Retirement Planning, Tax Planning, Wealth Management

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
9/27/2006
Business Started:
1/1/2003
Business Incorporated:
9/16/2003
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Sheltered Harbor Planning
Business Management:
Mr. Keith W. Ellis Jr., Partner
Mrs. Michelle Short, Coordinator
Number of Employees:
54

Additional Contact Information

Principal Contacts
Mr. Keith W. Ellis Jr., Partner
Customer Contacts
Mrs. Michelle Short, Coordinator
Fax numbers
Primary Fax: (508) 746-2415
Additional Phone Numbers
Other Phone: (866) 746-2401
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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