| 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
