Shearson Financial Services
Financial Services, 7000 W Palmetto Park Rd, Boca Raton, Florida, 33433, United States, 11-50 Employees
Phone Number: +18*********
Who is SHEARSON FINANCIAL SERVICES
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 a...
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Headquarters: 7000 W Palmetto Park Rd, Boca Raton, Florida, 33433, United States
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Date Founded: 1996
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Employees: 11-50
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
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CEO:
Jed Kaplan
Email
Phone
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Shearson Financial Services
Answer: Shearson Financial Services's headquarters are located at 7000 W Palmetto Park Rd, Boca Raton, Florida, 33433, United States
Answer: Shearson Financial Services's phone number is +18*********
Answer: Shearson Financial Services's official website is https://shearsonllc.com
Answer: Shearson Financial Services's revenue is $5 Million to $10 Million
Answer: Shearson Financial Services's SIC: 6282
Answer: Shearson Financial Services's NAICS: 523930
Answer: Shearson Financial Services has 11-50 employees
Answer: Shearson Financial Services is in Financial Services
Answer: Shearson Financial Services contact info: Phone number: +18********* Website: https://shearsonllc.com
Answer: 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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