Our Team
Our team of CFP® practitioners, RMA® professionals, CPAs, and staff is ready to support all your financial planning and portfolio management needs.
About Us
With more than 100 years of combined experience Coston, McIsaac & Shea Financial Advisors are here to guide you through life's transitions.
What does it really mean to uphold The Standard of Excellence?
To be a CERTIFIED FINANCIAL PLANNER™
Top Questions to Ask your Financial Advisor
Is your Advisor a Fiduciary?
Trust, Honesty, Integrity, and a Fiduciary Duty. We do what's right for our clients and live by our core values.
We Work For You
Our first priority is to take care of you and your family at every stage of life. Coston, McIsaac & Shea Financial Advisors wants to learn more about your personal situation, identify your life's passions, dreams and goals, and understand your risk tolerance.
What Does Your Retirement really Look Like?
Coston, McIsaac & Shea Financial Advisors understands that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and take pride in crafting a prudent plan developed to meet your specific financial goals and objectives.
Words of Wisdom
"The investor of today does not profit from yesterday's growth."
- Warren Buffet