Reviews of Shaw Financial Services (Financial Consultant)

Logan Casteel

Chris Beard is my financial advisor. I'm 18 and put $2500 into a Roth IRA, Chris looked over my finances and decided it was fine for me to invest. Although I wasn't a huge and customer and probably one of his smallest, he cared very much about me and was extremely helpful. I couldnt be happier with my experience at shaw financial.

Bobby Jackson

We were referred to this company from a friend, and are very happy with the results. Blake does a great job of preparing our returns and saving us money in the process. He took time to talk to us and found deductions that my previous place did not. I would highly recommend Shaw Financial.

Rachael Reed

The kindest, most honest and educated investors around. They work hard for you and make your money work harder. Amazing company. Amazing people.

Adam Jabberwocky

I've invested with Shaw Financial for years with fair to good results, but recently there was a hack and countless customers' information was stolen including Social Security numbers, addresses, full names, and account numbers. I'm in a wait and see situation, but I'm definitely not starting any new accounts with them. You can read more about it, search "LPL 2018 hack". Shaw Financial is part of LPL. Those effected received letters and identity theft monitoring for 2 years.

David Frogge

Doug Burleson is very knowledgeable and extremely helpful! A true financial teacher!