SHP Financial

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

724 Main St Ste B, Hyannis, Massachusett...

Phone Number

(508) 746-2400

Revenue

$8.2 Million

Industry

Finance Securities Trading

About SHP Financial

SHP Financial is a financial planning and wealth management company located in Plymouth, Massachusetts, specializing in services for clients in or nearing retirement. They offer a comprehensive range of financial services, including income, investment, tax, healthcare, and legacy planning, all tailored to meet the unique needs of their clients. The firm emphasizes a holistic approach to financial planning, guiding clients through the development of their personalized SHP Retirement Road Map. With over 20 years of experience, SHP Financial aims to provide economic security and peace of mind to retirees and pre-retirees.Explore more
SHP Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

SHP Financial Org Chart

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Vice President, Compliance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SHP Financial

$8.2M
11-50
Private
<$5M
2003
EM
Erin MachadoVice President, Compliance
$30.1M
51-200
Private
-
2001
JH
Joseph HudeckChief Financial Officer
<$5M
1-10
Private
-
2002
GB
Gregory BrownPresident & CEO & Retirement Specialist
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

SHP Financial Tech Stack

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Frequently Asked Questions Regarding SHP Financial

What is SHP Financial's official website?
SHP Financial's official website is www.shpfinancial.com
What is SHP Financial's Revenue?
SHP Financial's revenue is $8.2 Million
What is SHP Financial's SIC code?
SHP Financial's SIC: 62,628
What is SHP Financial's NAICS code?
SHP Financial's NAICS: 52,523
How many employees does SHP Financial have?
SHP Financial has 11-50 employees
What industry does SHP Financial belong to?
SHP Financial is in the industry of: Finance, Securities Trading
What is SHP Financial competition?
SHP Financial top competitors include: The Holland Group, Brown Financial Advisors, Copper Canyon Wealth Management, Bay Harbor Wealth Management
What technology does SHP Financial use?
Some of the popular technologies that SHP Financial uses are: WordPress.org, AppRiver, Google Cloud Web Serving, Google Cloud Platform
How do I contact SHP Financial?
SHP Financial contact info: Phone number: (508) 746-2400 Website: www.shpfinancial.com
What does SHP Financial do?

SHP Financial is a financial planning and wealth management company located in Plymouth, Massachusetts, specializing in services for clients in or nearing retirement. They offer a comprehensive range of financial services, including income, investment, tax, healthcare, and legacy planning, all tailored to meet the unique needs of their clients. The... firm emphasizes a holistic approach to financial planning, guiding clients through the development of their personalized SHP Retirement Road Map. With over 20 years of experience, SHP Financial aims to provide economic security and peace of mind to retirees and pre-retirees.Read More

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

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