Shree Financials LLC Financial & Taxation Services Brockton, MA US

Shree Financials LLC

Shree Financials LLC
  • manage_accounts
  • Serving Across US
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Investment Management

Overview of Shree Financials LLC

  • Established Since

    2021

  • Business owner name

    Swetha Hari Kishore

  • Contact name

    Swetha Hari Kishore

Services Offered by Shree Financials LLC

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Areas Served in US by Shree Financials LLC

About Shree Financials LLC

At Shree Financials LLC, we are committed to empowering individuals and businesses with tailored financial and insurance solutions. Our comprehensive services include expert guidance in financial planning, risk management, and investment strategies, ensuring our clients achieve their financial goals with confidence.

Service Details

  • Will And Trust

A Living Will is a legal document that provides instructions regarding your medical treatment and end-of-life care, particularly when you are no longer able to communicate or make decisions for yourself

$ 600
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Review for Shree Financials LLC in Brockton, MA

  • 5/5
Based on
  • 5 Ratings
  • 2 reviews
s
6 months ago

Rated 5.0 I wholeheartedly recommend Shree Financials for securing your future and safeguarding your loved ones. Their Life and Health Insurance plans are thoughtfully designed to address key responsibilities, ensuring your family's financial stability while benefiting from tax-free growth. The 401K/IRA Rollovers stand out with unparalleled advantages, including bonuses of up to 30% and protection from market volatility. Their Will & Trust Estate Planning services provide seamless asset management and transfer, offering peace of mind. For education planning, their College Savings Planning presents a flexible, tax-free alternative to traditional 529 plans, even supporting international studies. Shree Financials empowers long-term financial success with expert strategies to reduce taxes, diversify retirement income, and achieve guaranteed wealth generation. Additionally, their Partnership Opportunities offer the chance to get trained, take charge, and reap the rewards—a comprehensive financial growth and security solution!

S
7 months ago

Rated 5.0 Highly recommend. Best service for the price and value for money. More importantly giving invaluable time to finish the process. Have Paid $4500 to the Attorney for completing legal estate planning and when i went to change the guardian again my attorney was charging me $1000 just for corrections after one year. Shree financials helped me and with the fraction the cost and more importantly life time service free and i don't need to pay anyone for changing guardian or exeutors with them. Hope this is helpful for you too.

Frequently Asked Questions - Shree Financials LLC

    • 1. What services does Shree Financials LLC offer?

      They provide investment management, estate planning, notary services, health and life insurance, tax planning, and financial advisory.

    • 2. Who leads Shree Financials LLC?

      The firm is led by Swetha Hari Kishore, who brings a personalized and client-first approach to financial services.

    • 3. What makes their services unique?

      They offer a holistic blend of financial planning and insurance solutions tailored to individual and business needs.

    • 4. Do they assist with living wills and trusts?

      Yes, they offer services like Living Will and Trust creation, starting at \$600.

    • 5. Are their services available nationwide?

      Yes, they serve clients across the U.S., including cities like Anchorage, Atlanta, Austin, and more.

    • 6. Can they help with college planning and funding?

      Absolutely! They provide guidance on college savings plans and funding strategies.

    • 7. Do they offer long-term care insurance planning?

      Yes, they help clients plan for future healthcare needs through long-term care insurance solutions.

    • 8. What is their availability?

      They are available 24x7, offering flexible support for clients with busy schedules.

Shree Financials LLC, Brockton, MA

Who We Are

Shree Financials LLC is a client-focused financial services firm based in Brockton, Massachusetts. Founded by Swetha Hari Kishore, the firm provides personalized guidance in wealth planning, insurance solutions, and tax-efficient strategies for individuals and families across the United States. Known for its integrity and tailored service approach, Shree Financials helps clients gain clarity and confidence in their financial futures.

With deep experience in the financial planning and insurance sectors, Swetha Hari Kishore and her team specialize in holistic advisory services that support both short-term needs and long-term goals. Whether you're preparing for retirement, funding your child’s education, or securing your legacy through estate planning, Shree Financials LLC is here to guide you with knowledge and care.

What We Serve

  • Investment Management: Strategic asset allocation and investment planning to help clients build and preserve wealth.
  • Estate Planning: Solutions to protect your assets and ensure efficient wealth transfer to future generations.
  • Living Will and Trust Services: Support in creating legally sound documents for healthcare directives and estate handling.
  • Retirement Planning: Tailored plans to help you retire comfortably and with financial security.
  • Financial Planning: Comprehensive plans that align financial strategies with your life goals.
  • Health & Life Insurance: Coverage options to protect you and your family from unforeseen medical or life events.
  • Long-Term Care Insurance: Planning tools to manage potential long-term healthcare costs.
  • Personal Tax Planning: Optimizing deductions and credits to reduce personal tax liabilities.
  • College Planning/Funding: Structured savings strategies to prepare for higher education expenses.
  • Financial Advisor Services: Ongoing advisory to help navigate changing markets and life transitions.
  • Notary Services: Reliable notarization of financial, legal, and personal documents.

Why Choose Us

  • Client-Centered Philosophy: Your goals shape every solution we provide—nothing is one-size-fits-all.
  • Trusted Guidance: Swetha Hari Kishore brings a deep understanding of financial strategies and risk management.
  • Comprehensive Service Offering: From insurance to estate planning, we offer integrated solutions under one roof.
  • Accessible Nationwide: Virtual consultations and secure digital tools make expert financial advice available anywhere in the U.S.
  • Clear Communication: We explain every step of the financial process so you can make informed decisions with confidence.

Areas We Serve

Shree Financials LLC is based in Brockton, MA, and proudly serves clients across the United States. Remote consultations, digital planning tools, and cloud-based systems allow us to deliver personalized service regardless of your location.

Ideal For

  • Individuals and families looking for complete financial and insurance planning
  • Young professionals preparing for future goals such as home ownership or college savings
  • Retirees and pre-retirees seeking structured income planning and asset preservation
  • Anyone needing support in estate planning, wills, or trusts
  • Clients seeking guidance on life, health, or long-term care insurance

How to Book for a Consultation

Booking a consultation is easy. Visit our Sulekha profile and click the “Enquire Now” button. A team member will follow up to discuss your needs and set up a convenient meeting time.

Reviews & Testimonials

  • "Swetha provided great insight into our estate and retirement planning. She was professional and very thorough."
  • "I appreciated how clearly everything was explained—it made our life insurance choices much easier."
  • "Very responsive and friendly. Helped us create a financial plan we could actually follow."
  • "Great experience from start to finish. Highly recommend for anyone needing personal finance advice."

Customer Experience Summary

  • Responsive and attentive service
  • Customized financial strategies
  • Licensed and trustworthy advisor
  • Easy virtual access and secure client communication
  • Support for life transitions, education, and estate matters

About the Firm

Founded by Swetha Hari Kishore, Shree Financials LLC reflects her dedication to helping clients build strong financial foundations and secure their legacies. With a focus on education, transparency, and empathy, Swetha and her team provide clients with the tools they need to make informed, empowered financial decisions. Shree Financials is committed to building lasting relationships based on trust, respect, and results.

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