mike Guthrie, cima®
Financial Advisor
SHP Financial
225 Water Street, C10
Plymouth, MA 02360
Mobile: 978-460-7313
Office: 508-746-2400 x236
Email:
Locations: Plymouth, Woburn and Hyannis (satellite offices in Braintree and Marlborough)
Adult Day program
At SHP Financial, we believe everyone deserves to spend more time living and dreaming than wondering and worrying during retirement. Our team of financial services professionals can help
you create a well-thought-out strategy utilizing holistic financial planning to address your financial needs and concerns, leaving no stone unturned.
We offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. From our main office in Plymouth, Massachusetts, our fully staffed offices in Hyannis and Woburn, and our satellite offices in Braintree and Marlborough, our goal is to help you manage your finances so you can pursue your goals.
Mike is Series 65 Securities licensed as well as Massachusetts Life/Health Insurance licensed. In addition, he holds the Certified Investment Management Analyst® certification. Mike has over
27 years of industry experience working with clients on a wide range of issues from asset and tax management to wholistic financial planning. He joined SHP because of the integrity of the partners and the “client first” mentality of the firm.
Mike is a graduate of Providence College with a bachelor’s degree in finance and business administration. Mike met his wife, Laurie, at Providence College. The couple currently lives in Stow, MA, with their three children—Maddie, Michael, and Grace.
Mike is an avid fan of all Boston sports and an even bigger fan of his kid’s teams. He enjoys traveling to Cape Cod, golf, cooking, and spending time with his family.
Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC-registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product. No statements made shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters. Offices in Westborough, Marlborough, and Braintree are offices of convenience
and are only used for client meetings.