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Shamrock Financial Services

Company: Shamrock Financial Services
Contact: Seamus Caulfield
Address: 50 Tice Blvd, Suite 340
City: Woodcliff Lake
State: NJ
Zip: 07677
Phone: (800) 343-5838
Fax: 201-373-2224
Email: info@shamrockfinancialservices.com
Website: www.shamrockfinancialservices.com

About My Practice

We're Registered Investment Advisors (RIA), here to ensure that your finances are sound and ready to help you understand every facet of the process so that you are an expert in your financial future.

Whether you need help in planning your estate, understanding the world of stocks and bonds, or how to choose the perfect insurance, we have your back. As RIA's, we have a legal fiduciary responsibility towards our clients. This means that every choice, every decision, every detail that is made is only in your best interest.

Offering Advice Since

1993

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance

Licenses, Certifications, Education, and Affiliations

Designations:
Insurance Licenses:
Security Licenses:
Other Licenses, Certifications, Designations:
Education:
Investment Advisor Registration:
Associations & Affiliations:

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Account fees (such as those for IRA accounts)
Redemption fees on mutual funds or insurance products
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Advisors Excel

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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