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Updated October 16, 2024

Conklin Shure Financial

Investment Advisor Firm

Years in business2+

About Conklin Shure Financial

Conklin Shure Financial LLC is a Registered Investment Adviser dedicated to helping clients across the United States achieve financial security and align their financial decisions with their personal values. The firm emphasizes a holistic approach to financial planning, recognizing the complexities and emotions tied to money management. Conklin Shure Financial aims to educate clients and guide them towards making informed decisions that serve their goals and values.

The firm advocates for a thoughtful, value-based relationship with money, offering clients the tools and knowledge needed to make impactful financial choices without the pressures of high-stakes trading. By alleviating financial worries, clients are empowered to enhance their contributions to their communities, fields, and personal relationships. Conklin Shure Financial underscores the importance of personalized advice, recommending clients consult with advisors, accountants, or legal counsel for tailored guidance. The firm's website provides valuable information and updates, ensuring privacy and fostering an informed client base, all while maintaining a commitment to ethical and responsible financial advising.

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One-Time Consultation

Holistic Financial Planning

Values-Based Advice

More about Conklin Shure Financial

Designations	Minimum asset threshold	Firm CRD Number	Number of advisors
Registered Investment Advisor	N/A	316605	1

Designations	Minimum asset threshold
Registered Investment Advisor	N/A

Firm CRD Number	Number of advisors
316605	1

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