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Shearson Financial Services

Financial Services

Specialities :
• investment strategy • portfolio management • retirement planning • asset allocation • financial planning • brokerage • estate settlement
revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About Shearson Financial Services

What does Shearson financial services do?+

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...

What are Shearson financial services's specialties? +

• investment strategy • portfolio management • retirement planning • asset allocation • financial planning • brokerage • estate settlement

What is Shearson financial services's industry? +

Shearson financial services operates in the Financial services industry.

What is Shearson financial services's revenue? +

Shearson financial services's revenue is 11m - 100m

What is Shearson financial services's company size? +

Shearson financial services has 11 - 50 employees.

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