Our Services

At Coston, McIsaac & Shea (CMS), we provide professional investment, financial management, and insurance services.  Our diverse team of experienced professionals includes four CPAs, two CFPs, and one PFS.  At CMS we aim to provide our clients with individualized, comprehensive financial guidance.  From investment management to retirement planning to tax planning, CMS can tie it all in and provide you with one focused financial plan that addresses your specific goals.