Shamrock Financial Services

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

50 Tice Blvd Ste 340, Woodcliff Lake, Ne...

Phone Number

(201) 690-4097

Revenue

$6.8 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Shamrock Financial Services

Shamrock Financial Services is an independent financial services firm that specializes in helping individuals create tailored retirement strategies through a variety of investment and insurance products. The company focuses on providing financial advice to clients, particularly federal employees, who often face challenges in navigating their unique benefits. With a commitment to personalized service, the firm aims to assist clients in managing their wealth and assets to achieve their financial goals. Their offerings include workshops, training, and resources to educate clients on retirement income strategies and wealth management.Explore more
Shamrock Financial Services's Social MediaPopular SearchesShamrock Financial Services LLCShamrock Financial ServicesShamrock FinancialShamrock Financial Services - HomeShamrock Financial Services - IncSIC Code 62,628NAICS Code 52,523Show more

Shamrock Financial Services Org Chart

PhoneEmail
Seamus Caulfield, President at Shamrock Financial Services
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shamrock Financial Servic...

$6.8M
1-10
Private
-
2001
<$5M
1-10
Private
-
2015
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
GP
Garry PakozdyFiduciary Investment Advisor
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shamrock Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shamrock Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shamrock Financial Services.

Shamrock Financial Services Tech Stack

A closer look at the technologies used by Shamrock Financial Services

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Frequently Asked Questions Regarding Shamrock Financial Services

What is Shamrock Financial Services's official website?
Shamrock Financial Services's official website is www.shamrockfinancialservices.com
What is Shamrock Financial Services's Revenue?
Shamrock Financial Services's revenue is $6.8 Million
What is Shamrock Financial Services's SIC code?
Shamrock Financial Services's SIC: 62,628
What is Shamrock Financial Services's NAICS code?
Shamrock Financial Services's NAICS: 52,523
How many employees does Shamrock Financial Services have?
Shamrock Financial Services has 1-10 employees
What industry does Shamrock Financial Services belong to?
Shamrock Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Shamrock Financial Services competition?
Shamrock Financial Services top competitors include: Glenn Financial Advisors, Chadmere Capital, The Retirement Advocate, Wealth Conscious
What technology does Shamrock Financial Services use?
Some of the popular technologies that Shamrock Financial Services uses are: WordPress.org, PHP, Cloudflare CDN, Google Font API
How do I contact Shamrock Financial Services?
Shamrock Financial Services contact info: Phone number: (201) 690-4097 Website: www.shamrockfinancialservices.com
What does Shamrock Financial Services do?

Shamrock Financial Services is an independent financial services firm that specializes in helping individuals create tailored retirement strategies through a variety of investment and insurance products. The company focuses on providing financial advice to clients, particularly federal employees, who often face challenges in navigating their unique... benefits. With a commitment to personalized service, the firm aims to assist clients in managing their wealth and assets to achieve their financial goals. Their offerings include workshops, training, and resources to educate clients on retirement income strategies and wealth management.Read More

What are Shamrock Financial Services social media links?
Shamrock Financial Services Linkedin page Shamrock Financial Services Twitter page Shamrock Financial Services Facebook page
Is Shamrock Financial Services a public company?
Shamrock Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Shamrock Financial Services

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