OUR VISION
All people have the experience that their life makes a difference.
OUR MISSION
Creating wealth in a way that provides our investors with the
access to design their life in a way that brings them joy
and to facilitate them experiencing the difference
that their lives make.
Cherie G. DiNoia, President of Shelby Financial Group, Inc., is dedicated to the education of individual investors and business owners regarding comprehensive financial management using a platform of socially responsible investments. (read more about our credentials)
Shelby Financial Group is passionate about empowering their clients to use their financial resources to make a profound and lasting difference in the world. We specialize in Socially Responsible and Sustainable Investing. Our clients know that growth potential can be even greater when we focus on ecological and social sustainability. We are a proud member of Co-Op America as well as the Social Investment Forum. Shelby Financial Group offers a complimentary analysis of your present portfolio to ensure if your existing portfolio mirrors your personal standards and values.
If you have any questions about your current financial situation or wish to schedule an consultation with one of our advisors, send us an email or call us at (941) 925-7544. We look forward to hearing from you.
Shelby Financial Group, Inc. is a Registered Investment Advisor