The SHM Financial Group

The SHM Financial Group
The+SHM+Financial+Group%2C+Collingswood%2C+New+Jersey image
100 Richey Avenue
Collingswood, New Jersey 08108
Business Category
Financial » Estate Planning
Not the business you're looking for?
Find more results for The SHM Financial Group
Loading
Search For "Financial" Companies in Collingswood, New Jersey - Click Here Now!
View Similar Companies Nearby

Direct Contact for this business listing

About The SHM Financial Group

About The SHM Financial Group

The+SHM+Financial+Group%2C+Collingswood%2C+New+Jersey photo icon

The SHM Financial Group Believes That Sound Financial Decisions Are Best Made When Clients Are Educated About The Important Issues That Pertain To Their Goals.  We Assist Clients Preserve Capital So That Assets Are Protected Against Change And Offer A Comprehensive Approach To Investment Analysis, Asset Protection And Tax Reduction.

We Have No Mandated Product Lines To Sell So Our Clients Are Assured A Customized Plan To Meet Their Needs And The Firm Takes Pride In Making Unbiased Decisions Tailored To Each Client.

The SHM Financial Group Offers:

  • Registered Investment Advisory Services
  • Investment Planning (Insured CD's, Tax-Free/Tax Deferred Investments & Fee-Only Funds)
  • Asset Management (Stocks, Bonds, Mutual Funds - Portfolio Asset    Allocation Models)
  • Accounting - Full Service Accounting Practice, Tax & Estate Planning
  • Individual Insurance (Life Insurance, Term & Universal Life, Insurance Needs & Estate Planning
  • Legal, Trust Services & Estate Planning - Full Service Legal Practice (Inheritancs, Gift Programs, Charitable, Living And Testamentary Trusts, Estate Settlement)
  • Health Care (Insurance Claim Processing, Long-Term Care Analysis, Nursing Home Health Insurance And Home Health Care Planning)

The SHM Financial Group in Collingswood is a company that specializes in Estate Planning. Our records show it was established in New Jersey.

Company Address

100 Richey Avenue Collingswood, New Jersey, 08108

Phone Number

(866) 665-6875 Call Now!

Company Website

Estimated Number Of Employees

10

Estimated Yearly Revenue

Information not available

SIC Code

6282

Categories and Products

  1. Estate Planning in Collingswood, New Jersey
  2. Retirement Planning Consultants & Services in Collingswood, New Jersey
  3. Financial Planning & Services in Collingswood, New Jersey

Keywords

The SHM Financial Group, SHMFINANCIAL.com
View Competitors

Direct Contact for this business listing

About The SHM Financial Group

Other Contacts for this company

Other Contacts for this business listing
Loading

About SaleSpider

Social Media Networks: The New Advertising Mecca

Fox Business
»
»
»
The Shm Financial Group
Business Directory
Over 77.5 Million Businesses Worldwide
-->
spacer pixel