Are you on track for your retirement?
Guiding you to and through retirement.
Meet Joe Shadduck
I've always placed a high priority on directness and openness. I want to really get to know you, find out what is most important to you, and work diligently to get you where you want to be financially.
My independence allows me to engage seasoned attorneys, tax specialists, and trust experts to bring added competencies to your planning.
Joe Shadduck, ChFC®, CLU®, AIF®
2012-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 Boston-area advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Stewardship
I understand and honor the trust that you place in your financial advisor, and strive to implement and monitor your planning with discretion and sophistication. Acting in my clients’ best interests while managing their assets is my fiduciary responsibility.
Wisdom
Leveraging years of experience to create personal care around thoughtful wealth management, you can count on me for plainspoken and prudent ideas to help safeguard your wealth.
Candor
Candid, honest conversations are the foundation of every relationship at Shadduck Financial. I am not afraid to ask difficult questions and deal with the answers.