Shearson Financial Services
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
7000 W Palmetto Park Rd Ste 306W, Boca R...Phone Number
(561) 613-4665Website
www.shearsonllc.comRevenue
$5.4 MillionIndustry
About Shearson Financial Services
Shearson is a financial services firm that offers full-service retail, institutional, and investment banking services, specializing in fixed income securities, portfolio management, and financial planning. The company prides itself on a team-based approach, allowing clients to benefit from the expertise of multiple specialists rather than a single broker. With an average of 30 years of experience among its leadership team, Shearson aims to provide tailored investment strategies that align with clients' financial goals. Their services include retirement planning, asset allocation, and a variety of investment products, ensuring a comprehensive financial solution for individuals and institutions.Explore more
SIC Code 62,621NAICS Code 52,523Show more
Shearson Financial Services Org Chart
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Shearson is a financial services firm that offers full-service retail, institutional, and investment banking services, specializing in fixed income securities, portfolio management, and financial planning. The company prides itself on a team-based approach, allowing clients to benefit from the expertise of multiple specialists rather than a single... Read More
