First Shelbourne
Adaptive in approach
5.0
Independent financial advisor in Commack, Long Island delivering disciplined, low-cost investment management.
About
First Shelbourne is an independent financial advisor in Commack, Long Island delivering disciplined, low-cost investment management. The firm emphasizes time-tested investments, transparent pricing (standard fee of 0.50% annually vs. industry average of 1.02%), and a client-first approach with no commissions, sales pitches, or hidden agendas.
Services include investment management, retirement account rollovers, treasury and CD ladders, Roth conversions, individual 401(k)s for small business owners, and stewardship of life insurance proceeds.
Services
Investment Management
Disciplined, low-cost investment management using low-cost index ETFs, selective individual stocks, and a value-oriented approach.
Retirement Account Rollovers and Consolidation
Helps clients roll over and consolidate retirement accounts.
Treasury and CD Ladders
Builds treasury and CD ladder structures for clients.
Roth Conversions and RMD Management
Manages Roth conversions and Required Minimum Distributions (RMDs).
Individual 401(k) Setup for Small Business Owners
Helps self-employed individuals and small business owners establish and manage Individual 401(k)s.
Stewardship of Life Insurance Proceeds
Manages life insurance proceeds for clients.
Credentials & Certifications
Reviews
