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Mark J.
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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...
• investment strategy • portfolio management • retirement planning • asset allocation • financial planning • brokerage • estate settlement
Shearson financial services operates in the Financial services industry.
Shearson financial services's revenue is 11m - 100m
Shearson financial services has 11 - 50 employees.
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