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 basis. Our non-proprietary products and services represent what we consider to be core, fundamental strategies for serious investors.
We seek to mitigate risk by adhering to independent, disciplined investment strategies, which we believe will be less volatile over time than those offered by other financial institutions.
Company Details
- Employees
- 25
- Founded
- -
- Address
- 7000 W. Palmetto Park Road,
- Phone
- 561-613-4727
- in****@****llc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- shearsonllc.com
- HQ
- Boca Raton, Florida
Shearson Financial Services Questions
Shearson Financial Services's helpline number is 561-613-4727
Shearson Financial Services's website is shearsonllc.com
Shearson Financial Services's LinkedIn profile is https://www.linkedin.com/company/shearson-financial-services
Shearson Financial Services has
25 employees.
View email and phone details for 25
employees at Shearson Financial Services.
Shearson Financial Services's industry is
Financial Services
Shearson Financial Services's top competitors are
Global Networks Inc,
Consumerdirect Mortgage,
Computershare,
Assuredpartners.
Shearson Financial Services's support email address is info@shearsonllc.com
Shearson Financial Services's categories are Financial Services
Shearson Financial Services's founding year is 1996
