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portrait of Zachary J Sheehan
FINANCIAL ADVISOR

Zachary J Sheehan

222 West Main Street, Ionia, MI 48846opens in a new window
Accepting New Clients
CallSend Me a Message

About Zachary

After spending most of my life in a small-town in Maine, I graduated with honors from Babson College, started a career in consulting, started another career in financial advising and moved half-way across the country to start my life's journey.

Financial advising was always the career I was drawn to, as I always had a passion for helping people. When it came time to select my career, I realized two things:

1.) I wanted to create value for my community, clients, family and those around me and 2.) I wanted to love my work.

I'm happy to say I became a...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • New Investors
  • Estate & Legacy Strategies
  • Business Retirement Plans

Education

  • Babson CollegeBachelor of Science

Team Members

  • Renee Odette
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(616) 527-9441

Fax

(888) 233-5844

Office Address

222 West Main Street
Ionia, MI 48846opens in a new window

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