Services Offered
Investment Management
Personalized portfolio strategies designed to maximize returns and align with your financial objectives.
Retirement Planning
Comprehensive planning services to help you prepare for a secure and comfortable retirement.
Wealth Management
Holistic financial advice covering asset allocation, tax planning, and estate strategies.
Financial Consultation
One-on-one meetings to discuss goals, answer questions, and develop customized financial plans.
Client Education
Ongoing updates on market trends and investment options to keep you informed and empowered.
Reviews
5(4 reviews)
Rating Distribution
5
4
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3
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V
Vivian Tipping
via Google
over 3 years ago
Very personable and thorough and caring
B
Beth Feldervia Google
over 5 years ago
To say that I trust my investments to be handled by Shafen Crawford would be an understatement. He shows me respect and never hesitates to answer any questions I might have, with knowledge and patience. If you want to have a financial advisor who makes you feel valued and respected, who treats you as if you were member of his family, who puts your interests above everything, then Shafen Crawford would be the financial advisor to choose. There is no better !
M
Mimi Coxvia Google
over 5 years ago
I would highly recommend Shafen Crawford for your financial advisor. He is very reliable. He is honest and hardworking. He cares about his clients and treats their investments like his own. He listens to your needs and he invests your money in the best way to reach the most rewards. He has never disappointed me. I rate him 5 stars with no reservation. We are all better financially because of Shafen Crawford.
K
Kevin Crabtreevia Google
almost 7 years ago
Shafen is a very good Financial Advisor who has always answered our questions and taken the time to meet with us even after hours to discuss our account and options as we get closer to retirement. He keeps up with all the latest products and keeps us informed of all our options. I would strongly recommend Shafen Crawford if you are looking for a Financial Advisor who truly has your best interest at heart.
