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Shane and Shane Financial

Financial advisor in Lewis Center, OH (show on map)
Google 4.8
★★★★★
11 reviews

Shane & Shane Financial offers specialized services in Wealth Management, Retirement Income Planning, Annuities and Life Insurance Products.

Call (614) 659-7639
Navigate to Visit website
Shane and Shane Financial website

About

Shane & Shane Financial, led by Shane Eighme and Shane Swearingen, leverages 30+ years of combined expertise in Financial Services to deliver specialized solutions in Wealth Management, Retirement Income Planning, Annuities, and Life Insurance Products, addressing a clear market need for focused financial guidance.

Specialized focus on Wealth Management, Retirement Income Planning, Annuities, and Life Insurance
Over 30 years of combined experience from founding partners
SEC Registered Investment Advisor through Truvestments Capital, LLC

Services

Retirement

Planning for retirement income, focusing on transitioning from accumulation to distribution of wealth, starting early in one's career.

Investments

Systematic wealth building through proper selection, diversification, and balancing of investment instruments, adjusting risk levels across life stages.

Insurance

Risk transfer and financial protection through insurance policies, including annuities and estate planning insurance.

Estate Planning

Comprehensive planning to organize assets for current and future needs, including wills, trusts, and power of attorney.

Credentials & Certifications

SEC Registered Investment Advisor
Since 2023

Reviews

Google
Rating
4.8
★★★★★
Reviews
11
"Shane has made my early retirement years confident and painless."

Contact Shane and Shane Financial

Shane and Shane Financial
Category
Financial advisor
Wheelchair Accessible
Call (614) 659-7639

Opening Hours

Sunday
Closed
Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed

Location

Location of Shane and Shane Financial, 540 Enterprise Dr, Lewis Center, OH 43035 · View on Google Maps

Screenshot Gallery

Shane and Shane Financial page
Shane and Shane Financial page
Shane and Shane Financial page
Shane and Shane Financial page
Shane and Shane Financial page
Shane and Shane Financial page
Shane and Shane Financial page
Shane and Shane Financial page

Get in Touch

Ready to work with Shane and Shane Financial?

Reach out today to schedule a consultation.

(614) 659-7639

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