Contact

Schedule a call here with a Shift Financial fiduciary advisor. The conversation is free.

Address

222 US Highway One
Tequesta, FL 33469

(561) 510-4313

Legal

Shift Financial Planning LLC | 1501 Belvedere Road, Suite 500-517
West Palm Beach, FL 33406 | (561) 510-4313
Advisory Services Offered through Woodstock Wealth Management Inc., An SEC Registered Investment Adviser
Shift Financial Planning LLC and Woodstock Wealth Management, Inc. are unrelated entities
Michael Piccoli is an Investment Adviser Representative of Woodstock Wealth Management, Inc.

250 River Park North Dr. Woodstock, GA 30188 • (800) 279-4468 • Fax: (877) 431-5728