FEE BASED FINANCIAL PLANNING
Shelby Financial Group, Inc. is a Registered Investment Advisor. This gives you the confidence of knowing that our representatives have passed the federally mandated exams, have been screened and are registered.
We create a custom portfolio for each client consisting of stocks, bonds, options, preferred stocks, money markets, CDs, REITs, and ETFs (exchange-traded funds) when necessary or appropriate. All of our investments are screened for their social and environmental impacts.
- What qualifications should you look for in an advisor? Read this article