SHP Financial

Shp Financial

Financial Services, 225 Water St, Plymouth, Massachusetts, 02630, United States, 11-50 Employees

shpfinancial.com

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phone no Phone Number: +15*********

Who is SHP FINANCIAL

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives were legally bound to work with t...

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  • 225 Water St, Plymouth, Massachusetts, 02630, United States Headquarters: 225 Water St, Plymouth, Massachusetts, 02630, United States
  • 2003 Date Founded: 2003
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 524210 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from SHP FINANCIAL

SHP Financial Org Chart and Mapping

Employees

Sam Madden

Sr. New Business Processor

Talia Lumley

Lead Client Services Representative

Joe Anderson

Investment Advisor Representative

Michelle Short

Chief Operations Officer

Katie Dwyer

Director of Advisory Billing

Laura Russo

Financial Service Representative

Patti Alden

Client Services Representative

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Frequently Asked Questions Regarding SHP Financial

Answer: SHP Financial's headquarters are located at 225 Water St, Plymouth, Massachusetts, 02630, United States

Answer: SHP Financial's phone number is +15*********

Answer: SHP Financial's official website is https://shpfinancial.com

Answer: SHP Financial's revenue is $25 Million to $50 Million

Answer: SHP Financial's SIC: 6211

Answer: SHP Financial's NAICS: 524210

Answer: SHP Financial has 11-50 employees

Answer: SHP Financial is in Financial Services

Answer: SHP Financial contact info: Phone number: +15********* Website: https://shpfinancial.com

Answer: For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives were legally bound to work with the highest integrity and transparency and to always put your needs above all else. Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC-registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities. This platform is solely for informational purposes. Advisory services are only offered to clients with an Advisory Services Agreement and proper disclosures delivered. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way.

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