Picture of Shelley Horwedel

    Shelley Horwedel


    Check the background of this investment professional on FINRA's BrokerCheck

    About Shelley

    BUSINESS PHILOSOPHY

    With client’s beliefs as my guide, I apply holistic financial planning to meet their present and future financial goals. My aspiration is to become a lifetime resource for each and every client in helping them achieve financial freedom.

     

    PRODUCTS AND SERVICES

    • Fixed Annuities
    • Variable Annuities
    • Charitable Giving Strategies
    • Disability Income Insurance
    • Estate Conservation Strategies
    • Education Funding Strategies
    • IRA Consolidation/Rollovers
    • Long-Term Care Insurance
    • Mortgage Protection (through life insurance and disability income insurance)
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Mutual Funds
    • Tax Sheltered Annuities, 403(b) Plans
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance   
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    QUALIFICATIONS

    • Licensed to sell Life & Health Insurance in OH
    • Registered to offer securities products in OH
    • Leaders Conference Qualifier

     

    PERSONAL

    • 6 year resident of Bay Village
    • Graduate of Old Dominion UniversityHobbies: Traveling

     

    ORGANIZATIONS

    • Member of Westshore Chamber of Commerce

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Shelley Horwedel is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Ohio

    I am licensed to sell Securities Products in the following jurisdictions:
    Ohio

    Shelley Horwedel , Westlake, OH

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