It's Not Just the Plan. It's the Results.
WELCOME TO SHOEMAKER FINANCIAL
Shoemaker Financial was established in 1978 with a vision of creating a successful and dynamic financial firm for clients and associates alike. Since then, Shoemaker Financial has flourished by staying true to its mission: “To enable our clients and associates to define and achieve their financial dreams and goals while building relationships that last a lifetime”. Our team of over 130 driven, talented, and experienced professionals prides themselves on doing what is in the best interest of our clients and are committed to nurturing a professional and connected workplace. In addition to providing professional advice, quality products, and excellent service, one of the greatest strengths of our firm is that it was founded on value-driven principles and continues to adhere to these principles each day.
What we do is not just a job – It is a passion. Shoemaker Financial has assembled experts in all areas of the financial services field, creating a unique culture of entrepreneurial financial professionals who believe that many minds working together are greater than one. You no longer need to visit one firm for life insurance, another for investments, and a separate place to help you prepare for retirement. Our team includes financial planners, insurance experts, investment specialists, and retirement plan professionals. We take care of all of the financial strategies in one place.
Mission
To enable our clients and associates to define and achieve their financial dreams and goals while building relationships that last a lifetime.
Vision
To be the premier financial planning firm by providing professional advice, quality products, and excellent service.
Values
The core values that guide us to achieve our higher calling of serving our clients are integrity, trust and mutual respect.
