Shope & Associates, LLC

Handling and management of investment portfolios and financial plans with a focus on both pre-retirees and retirees.

Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Shope & Associates, LLC is independent of Sigma Financial Corporation and Sigma Planning Corporation.
Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or Shope & Associates, LLC. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Wealth Management Advisor

Trenton Swim Club

Responsible for coaching swimmers of all abilities in developing proper stroke technique and preparation for competitive swim meets.

Swim Coach

As a partner of Shope & Associates, LLC, I am committed to providing a resource to families and businesses in the areas of comprehensive wealth management, investment analysis, and portfolio design.

Concentration:

- Financial Planning
- Cash Flow Management
- Retirement Income Planning
- Investment Management
- Portfolio Analysis and Structure
- Insurance Analysis and Consulting
- Estate Planning Concepts and Strategies

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Molly Shope's Linkedin Analytics