5.0 
Business Hours
Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Saturday Closed
Sunday Closed
Year Established
2003
SHP Financial
Listed In: Retirement Planning, Financial Planning
SHP Financial helps clients make confident financial decisions with comprehensive wealth management and retirement planning services. From investment management to tax and estate planning, our team creates customized strategies designed to support your financial goals at every stage of life.
By Mark Dressler on May 18, 2026 Verified by Google SHP Financial
Our experience has been great with SHP
By Dave Anderson on January 1, 2026 Verified by Google SHP Financial
Have had many advisers over the years and have found SHP and my advisor Nick Nelson to be very available and detail orientated. I would recommend anyone who needs a financial adviser to consider them.
By Donna on December 14, 2025 Verified by Google SHP Financial
Kyle and Keith are brilliant. Everything is explained in detail with no pressure. The client is given the “tools” to decide for themselves how to structure their financial portfolio. SHP presents financial advice honestly and clearly, tailored to the client’s specific needs. The sessions are fun, explanations are in down to earth language; (no puzzling jargon). I highly recommend SHP if you aren’t sure how to proceed with your finances and retirement.
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SHP Financial 5.0 out of 5.0 based on 6 user reviews.
SHP Financial
724 Main St B, Hyannis, MA
724 Main St B, Hyannis, MA
Additional Locations See All
SHP Financial
225 Water St Bldg C, Suite C210, Plymouth, MA (47 Km Away)
SHP Financial
400 Tradecenter Dr Ste 7810, Woburn, MA (119 Km Away)