Shamrock Financial Planning
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
1717 N Naper Blvd Ste 200, Naperville, I...Phone Number
(630) 219-2019Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Shamrock Financial Planning
Shamrock Financial Planning specializes in providing tailored financial planning services to individuals and families, focusing on retirement preparation, investment strategies, and insurance needs. Led by Certified Financial Planner Bob Proctor, the firm offers a range of services including life insurance, long-term care insurance, and disability income insurance. Their target clients are those seeking comprehensive financial plans that go beyond mere investment strategies. The company emphasizes enhancing clients' financial security and quality of life through personalized financial solutions.Explore more
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Shamrock Financial Planni...
<$5M
1-10
Private
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N/A
Company Profile Activity
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Shamrock Financial Planning specializes in providing tailored financial planning services to individuals and families, focusing on retirement preparation, investment strategies, and insurance needs. Led by Certified Financial Planner Bob Proctor, the firm offers a range of services including life insurance, long-term care insurance, and disability... Read More
