Services

At Coston, McIsaac & Shea (CMS), we provide professional investment management, financial planning, and strategic insurance review. Our diverse team of experienced professionals have more than 100 years in combined experience and we provide our clients with individualized, and comprehensive financial strategic planning. From investment management to retirement and tax planning, we will develop a prudent and focused financial plan that addresses your specific goals.

Investment Management

Equities

Corporate Fixed Income

Treasury Bills

Government Agencies

Treasury Notes

Exchange Traded Funds

Mutual Funds

Money Markets

CD's

Financial Planning

Corporate retirement plans

Tax planning

Estate planning

Sucsession planning

401(k) planning

403(b) planning

College planning

Retirement income planning

Strategic insurance planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

cms@costonshea.com| 207-288-4747