First Shelbourne
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
7 Shelbourne Ln, Commack, New York, 1172...Phone Number
(631) 600-7850Website
www.firstshelbourne.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About First Shelbourne
First Shelbourne is an independent investment firm based in Long Island, specializing in low-cost portfolio management, particularly for 401(k) and IRA rollovers. The firm emphasizes stability through time-tested investments and offers a transparent fee structure of 0.50%, significantly lower than the industry average. Targeting retirees and civil service workers, First Shelbourne aims to provide clarity and personal oversight during the transition into retirement. With a commitment to integrity and protection, the firm serves clients seeking an alternative to high-overhead national franchises.Explore more
First Shelbourne Org Chart
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First Shelbourne is an independent investment firm based in Long Island, specializing in low-cost portfolio management, particularly for 401(k) and IRA rollovers. The firm emphasizes stability through time-tested investments and offers a transparent fee structure of 0.50%, significantly lower than the industry average. Targeting retirees and civil... Read More
