Welcome
Managing your financial matters is an important and challenging responsibility. Working with a trusted advisor can contribute greatly to ensuring your financial success. It is our mission to provide our clients with the highest level of service and advice possible. We will help you to achieve your financial goals by mapping out and implementing a strategy that is right for you.
The Shaffer Group at Smith Barney honors a fundamental rule of wealth management: No one strategy is perfect for everyone. We recognize and respect the unique financial goals of each of our clients and seek to help them establish a personalized program that is both appropriate for today and flexible enough to meet the challenges of tomorrow.
FEATURED REPORT
BULLETIN BOARD
- Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
- If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
- Ask about our business lending practices, home mortgages and home equity loans available to Smith Barney clients through Citibank, an equal housing lender.
Mike E. Shaffer is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MI, NC, NJ, OH, PA, SC, TN, TX, VA, WY
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
