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Shaun Basalik, Financial Advisor

FINANCIAL ADVISOR
Shaun Basalik

AAMS™
145 E Baltimore Street Ste 1-A, Greencastle, PA 17225opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Intergenerational Planning

About Shaun

There is a lot going on in our world right now. Who is providing you with financial guidance?

Is someone calling you to talk about your strategy and what you should do? Do you have someone you trust to help you remain focused on accomplishing your goals?

If you don't have solid answers to these questions, this is what we are doing for our clients and those who can benefit from some guidance.

We believe investments should be tailored to you and your needs. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected...

Work History

  • Edward JonesDecember 2011 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Messiah CollegeBachelor of Arts

Personal Interests

  • Sports Enthusiast
  • Spending Time with Family
  • Traveling

Team Members

  • Joni Romero
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(717) 597-4395

Fax

(888) 256-9958

Office Address

145 E Baltimore Street Ste 1-A
Greencastle, PA 17225opens in a new window

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