Shamrock Financial Solutions

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

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Overview

Headquarters

9 Inlet Ter, Ocean View, New Jersey, 082...

Phone Number

(215) 313-4310

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1

About Shamrock Financial Solutions

Shamrock Financial Solutions is dedicated to assisting retirees and pre-retirees in achieving security and peace of mind during retirement. They offer a range of services including retirement planning, annuity reviews, social security guidance, life insurance, estate planning, and long-term care. The company aims to treat clients like family, ensuring the protection of their hard-earned assets. Their mission is to help clients create a sound financial strategy that provides both a steady income and a fulfilling lifestyle in retirement.Explore more
Shamrock Financial Solutions's Social MediaPopular SearchesShamrock Financial SolutionsSIC Code 62,628NAICS Code 52,523Show more

Shamrock Financial Solutions Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shamrock Financial Soluti...

<$5M
1-10
Private
-
1998
$6.2M
11-50
Private
-
2001
<$5M
1-10
Private
-
2015
WC
William ConstainCEO & Wealth Coach
<$5M
1-10
Private
-
-
RS
Raj SurendranInvestment Advisor & Representative (Iar)
<$5M
1-10
Private
-
-
CJ
Charles JaegerFinancial Advisor
<$5M
1-10
Private
-
-
JA
Jc AnselmoFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Shamrock Financial Solutions Tech Stack

A closer look at the technologies used by Shamrock Financial Solutions

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Frequently Asked Questions Regarding Shamrock Financial Solutions

What is Shamrock Financial Solutions's official website?
Shamrock Financial Solutions's official website is www.shamrockfinancialsolutions.com
What is Shamrock Financial Solutions's Revenue?
Shamrock Financial Solutions's revenue is <$5 Million
What is Shamrock Financial Solutions's SIC code?
Shamrock Financial Solutions's SIC: 62,628
What is Shamrock Financial Solutions's NAICS code?
Shamrock Financial Solutions's NAICS: 52,523
How many employees does Shamrock Financial Solutions have?
Shamrock Financial Solutions has 1-10 employees
What industry does Shamrock Financial Solutions belong to?
Shamrock Financial Solutions is in the industry of: Finance, Insurance, Securities Trading
What is Shamrock Financial Solutions competition?
Shamrock Financial Solutions top competitors include: Philadelphia Financial Consultants, Sterling Wealth Management, JSH Financial Services, Quest Wealth Management
What technology does Shamrock Financial Solutions use?
Some of the popular technologies that Shamrock Financial Solutions uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Shamrock Financial Solutions?
Shamrock Financial Solutions contact info: Phone number: (215) 313-4310 Website: www.shamrockfinancialsolutions.com
What does Shamrock Financial Solutions do?

Shamrock Financial Solutions is dedicated to assisting retirees and pre-retirees in achieving security and peace of mind during retirement. They offer a range of services including retirement planning, annuity reviews, social security guidance, life insurance, estate planning, and long-term care. The company aims to treat clients like family, ensur... ing the protection of their hard-earned assets. Their mission is to help clients create a sound financial strategy that provides both a steady income and a fulfilling lifestyle in retirement.Read More

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

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