Shifley & Associates

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801 Staghorn Ln
Waxhaw, NC 28173
+1 (704) 846-8871
https://www.shifleyassociates.com

Shifley & Associates, based in Waxhaw, NC, has been planning for the future since 1987, offering comprehensive financial services to help clients achieve their financial success. With a team of experts and access to a national network of professionals, they provide personalized solutions for estate planning, investment management, and personal financial planning. Accepting new clients on a referral-basis only, Shifley & Associates is committed to delivering exceptional service and expertise to help clients navigate the complexities of today's financial world.

As a registered principal and investment advisor representative, Shifley & Associates is affiliated with Cambridge Investment Research, Inc., a reputable broker-dealer, and Cambridge Investment Research Advisors, Inc., a registered investment advisor. Licensed in multiple states, they offer their services to clients across the country, providing guidance on estate taxes, cash flow analysis, inflation impact, and IRA eligibility. With a focus on client satisfaction and a commitment to staying informed about the latest financial trends, Shifley & Associates is dedicated to helping individuals and families plan for a prosperous future.

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United States›North Carolina›Waxhaw›Shifley & Associates

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