Shaun M. Feldeisen

Office: 617-531-9633

1 Beacon St Fl 25
Boston, MA 02108-3107

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Welcome to the website for Shaun M. Feldeisen CLU, Financial Advisor.  Shaun and his team support a variety of clients all over the United States.

Working with Shaun allows you access to a network of specialists, including Daniel J Orlovsky, CLU, ChFC, CLTC, CFP, MBA and Alan L. Snyder, CLU, ChFC, MBA.  As a team, Shaun, Dan and Alan have more than 50 years of delivering critical knowledge, creative solutions and financial security to their clients.  Their efforts and continued learning have helped clients to anticipate and prepare for times of rapid change and uncertainty.  Financial security is a life objective that few have the luxury of ignoring. You try to do what's right for yourself and those who depend on you, but the wrong financial decision easily can undermine the best of intentions. 

With the demands on our time these days, it can be difficult for us to think about the future. It is precisely because of these demands that we must focus our attention toward what is truly important. Whether you are concerned about your own financial needs or those of your parents, we can help.

Shaun's mission is to have a positive and energizing impact on the people he cares about, both in business and in his personal life.  The process he uses with his clients assures that this mission is upheld.

Shaun begins by asking clients important questions and gaining a true understanding of their hopes and aspirations.  In addition, he seeks to understand his clients concerns about what is, or may be getting in the way of achieving them.  Once a planning analysis is complete, Shaun shares client-centered solutions for their consideration. His clients receive not only financial solutions directed toward securing their future, but also the confidence that comes from working with a team of professionals to help keep the journey on track as life unfolds.

Browse these pages to learn more about Shaun Feldeisen and his team, and how they work together for the best interests of their clients.

My Mission

My mission, and that of my team, is to have a positive and energizing impact on the people we care about.  This mission applies to both our business clients, as well as the relationships in our personal lives.  Courage, Integrity, Caring, and Enthusiasm are the values that help to guid us when faced with difficult conversations and decisions.  The hardest part of our job is being able to tell people what they need to hear, which is not necessary always what they want to hear. 

Because you can't predict the future, my team and I will help you prepare for the best and worst case scenarios, consider outcomes that may not be apparent at first, and create a plan that is aligned with your values.  I hope the security and comfort that is felt by having a plan to achieve what you want, and someone to help you stay accountable to that over time, will allow you to put your full focus on the career, friends and family that matter most in your life.