Shearson Financial Services
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- Shearson Financial Services, LLC is a value oriented investment firm focusing on a broad range of securities and insurance products. Our approach in seeking value is comprehensive, with an emphasis on risk aversion being a primary focus. For all investments we independently value each security before concluding our investment decisions. As a general rule for our bond accounts, broad diversification is primary. We invest predominantly in investment grade instruments. For our equity accounts we focus on a limited number of securities that we believe have a compelling value. We employ fundamental and technical reviews of these positions on a regular basis. Our non-proprietary products and services represent what we consider to be core, fundamental strategies for serious investors. We seek to mitigate risk by adhering to independent, disciplined investment strategies, which we believe will be less volatile over time than those offered by other financial institutions.
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Headquarters:7000 West Palmetto Park Road Suite 306, Boca Raton, Florida, United States
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Phone Number: +1 561-613-4922
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Website: https://www.shearsonllc.com
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Employees:20
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Revenue:$1 - 10M
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Legal Name:Shearson Financial Services
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Shearson Financial Services's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Shearson Financial Services
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Where are Shearson Financial Services's Headquarters?
Shearson Financial Services's Headquarters are in 7000 West Palmetto Park Road Suite 306,Boca Raton,Florida,United States
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What is Shearson Financial Services's phone number?
Shearson Financial Services's phone number is +1 561-613-4922
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What is Shearson Financial Services's official website?
Shearson Financial Services's official website is https://www.shearsonllc.com
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What is Shearson Financial Services's Revenue?
Shearson Financial Services's revenue is $1 - 10M
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What is Shearson Financial Services's NAICS code?
Shearson Financial Services's NAICS code is 523930
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How many employees are working in Shearson Financial Services
Shearson Financial Services has 20 employees
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What is Shearson Financial Services's Industry?
Shearson Financial Services is in the industry of Financial Services
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Who is Shearson Financial Services's CEO?
Shearson Financial Services's CEO is Jed Kaplan