Tracy Shea, Financial Advisor

Tracy Shea, Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Tracy Shea, Financial Advisor, Financial planner, Chelmsford, MA.

Tracy brings over twenty years of financial services experience to our firm and will assist individuals, trusts and corporations with their financial planning and retirement needs.

11/04/2025

Are Your Investment Decisions Influenced by Emotions?

06/18/2025
06/18/2025

Interest rates on federal student loans will decrease slightly for the 2025-2026 academic year.

What an amazing day of presentations for all our female clients at the 2024 Women's Day.  Looking forward to 2025!
05/17/2024

What an amazing day of presentations for all our female clients at the 2024 Women's Day. Looking forward to 2025!

Tax Day!!! Everyone's favorite day...
04/15/2024

Tax Day!!! Everyone's favorite day...

Thank you to the amazing presenters who educated my clients and guests on radient aging at The Women’s Day Luncheon: Bet...
04/15/2024

Thank you to the amazing presenters who educated my clients and guests on radient aging at The Women’s Day Luncheon:

Bettyann Cernese, Brittney Eileen Beauty, Sarah Eliopoulos, Kathleen Sweeney And Emily TenBarge.

Everyone had a great time!

I've been asked by Women's Money Matters, a national non-profit organization that promotes financial literacy to women, ...
03/13/2024

I've been asked by Women's Money Matters, a national non-profit organization that promotes financial literacy to women, to deliver a financial workshop around divorce. If you know someone who might benefit from this topic, the zoom link is below and there is no cost to register.
March 14th 7:30PM-9:00PM

11/14/2023

Exciting News! My business networking group is growing and we are actively looking the following professions to join our group: a DIVORCE ATTORNEY, ESTATE ATTORNEY and A HANDYMAN, Ideal candidates are able to do business in the greater Westford area. I belong to a group of small business professionals that work together to exchange referrals, network and grow our businesses. If you know someone who may be interested to join our group, please message me.

Address

Chelmsford, MA
01824

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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