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Lifelong Financial Guidance from a Trusted Partner

Helping You Put Your Best Financial Self Forward Every Day

 

Learn More About Our Services

 

        ​FINANCIAL PLANNING​           ​DIVORCE FINANCIAL PLANNING​

        ​PORTFOLIO MANAGEMENT​  

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Shari Reffsin, CFP®, CDFA™, CLTC

CERTIFIED FINANCIAL PLANNER™

 
 

A note from our founder

Life happens while you’re planning your future. Some events are expected others not. Either way we all eventually must step up and prepare ourselves for the milestones, opportunities and transitions that impact our lives.

I created Reffsin Financial to be as personal and empathetic as a boutique firm with the deep resources of Commonwealth Financial Network, one of the most highly rated,  independent, financial services organizations

Our mission is to inspire and connect with people who want to improve their financial situation, empowering them to put their best financial selves forward every day by giving them the knowledge and confidence to get there. My goal is to help each of my clients achieve financial independence.

I look forward to hearing from you.

Shari

 

 

 

 

 

Our Team

Our Mission is to Deliver to Each and Every One of Our Clients a Financial Plan That Leaves Them Feeling Empowered and Financially Independent

 

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Shari Reffsin

Founder

 

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Lorianne Rivas

Financial Planning Assistant

 

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Toni James

Administrative Assistant

 

“It has been a great pleasure to work with Shari and her team who have made very sound financial plans for me. I unexpectedly had an extremely serious illness that left me partially disables. Shari and her team had me covered, which allowed me to be well-cared for. Shari always pays attention to my needs and desires. I’ve always felt she has been with me on my journey. Thank you to Shari and her team for such exceptional service"
The statement was provided 04/26/23 by Joy Carol who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.