18 North Main Street, Suite 3G, West Hartford, CT 06107

(860) 263-3620
info@shimanpartners.com
Client Login
Joseph Shiman III Home
  • Home
  • About Us 
    • About Us
    • About Cetera
  • Our Approach 
    • Our Approach
    • Explore Process
  • Who We Serve
  • Wealth Services
  • Resources 
    • Cetera Market Outlook
    • About AdviceWorks
    • Resource Library
  • Contact Us

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Have A Question About This Topic?

Thank you! Oops!

Related Content

How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

7 Questions You May Have About Your Retirement

7 Questions You May Have About Your Retirement

Are you on the brink of retirement or settling into your golden years?

Contact

Office: (860) 263-3620

Fax: (860) 600-7895

18 North Main Street

Suite 3G

West Hartford, CT 06107

Series 7, Series 24, Series 66

info@shimanpartners.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services LLC site at www.ceterawealthservices.com

Important Information and Form CRS | Business Continuity