SHM Financial Group
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
100 Richey Ave, Collingswood, New Jersey...Phone Number
(800) 666-3974Website
www.shmfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About SHM Financial Group
SHM Financial Group is dedicated to providing ethical retirement strategies aimed at achieving financial freedom for its clients. They focus on creating a balanced approach to retirement planning, integrating safety and growth strategies tailored to individual risk tolerances. Their services include 401k rollovers, business succession planning, legacy planning, and customized tax strategies, primarily catering to retirees and individuals nearing retirement in Collingswood, NJ and surrounding areas. The company emphasizes the importance of proper asset allocation between risk and safe money to ensure a secure financial future.Explore more
SHM Financial Group Org Chart
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SHM Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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SHM Financial Group is dedicated to providing ethical retirement strategies aimed at achieving financial freedom for its clients. They focus on creating a balanced approach to retirement planning, integrating safety and growth strategies tailored to individual risk tolerances. Their services include 401k rollovers, business succession planning, leg... Read More
