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Shetland Financial, PLLC
Shetland Financial is a Certified Public Accountant (CPA) firm and Registered Investment Advisor (RIA) serving the Lehigh Valley and beyond. They offer tax...
Overview
Shetland Financial is a Certified Public Accountant (CPA) firm and Registered Investment Advisor (RIA) serving the Lehigh Valley and beyond. They offer tax planning and preparation, estate and gift strategies, financial planning, and wealth management for individuals, and bookkeeping, payroll, fractional CFO, and retirement solutions for businesses. Their goal is to build a financial strategy that grows and adapts through every stage of life.
General information
Firm type
RIA
Location
City
Center Valley
Frequently asked questions
Who runs Shetland Financial, PLLC?
No named principal or executive is publicly associated with Shetland Financial. The firm's leadership structure is not disclosed in corporate filings or other public records.
How does Shetland Financial deploy capital?
Shetland Financial's investment strategy is not publicly known. No deal activity, portfolio holdings, or co-investment relationships have been reported.
Where is Shetland Financial headquartered?
The firm's headquarters city and address are not publicly listed. It is registered as a PLLC, common among professional services entities in the United States.
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