The SHM Financial Group-0
The SHM Financial Group-0
Financial Planner

The SHM Financial Group Richey Ave, Oaklyn, New Jersey

5.0
(4)Check map
Phone:
+1 800-666-3974
Website:
http://www.shmfinancial.com/
Address:
100 Richey Ave, Oaklyn, NJ 08107, United States
Hours:
Wednesday9AM–5PM
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    Services

    • Estate planning

    • Financial planning

    • Investment advising

    • Retirement savings consulting

    • Tax planning

    • Wealth management

    • 401k Rollover

    • Asset Allocation

    • Beneficiary Review

    • Business And Succession Planning

    • Business Tax Return

    • Color Of Money Risk Analysis

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    The SHM Financial Group Reviews

    5.0 stars based on 4 reviews

    Featured Comments:

    • e

      eileen cannon

      5.0

      I have been a client of SHM for 8 years. Initially, Stan and Lee spent time with me to understand my financial goals. They confidently presented an investment strategy to meet those goals. Their advise was right on target for my investment appetite. Over the years, Stan and Lee continue to offer multiple products for me to choose from to support my financial growth. They are an awesome team.

    • M

      M Hazel

      5.0

      Stan, Lee and David have helped Celia and myself develop a plan, through their Retirement Strategy service, that both secures our current needs in retirement and protects the future of our estate. In addition, their Asset Allocation service continuously helps us review our assets and rebalance our investments to meet our individual goals and needs. This planning allows us great peace of mind. In general, I think it’s a good idea to hire people who know more about a topic than I do. Stan, Lee, and David fit that criteria by far! We are happy to be part of the SHM family and recommend anyone looking for professional financial planning with a personal touch, contact SHM. Malcolm Hazel

    • B

      Bill Drucker

      5.0

      My wife and I have been associated with SHM Financial for over 10 years. When we first met, our objectives were to grow our money without necessary risks. That, has been accomplished. Both Lee and Stan are aware that as retired individuals, preservation of capital is a priority and despite the ups and downs of the financial markets, they have done well. I certainly would recommend SHM Financial Group.

    More reviews (1)

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    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Wednesday :9AM–5PM
    • Thursday :9AM–5PM
    • Friday :9AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :9AM–5PM
    • Tuesday :9AM–5PM
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    FAQs

    • 1. How Can I Get in Touch With The SHM Financial Group?

      You may reach them by dialing this phone number +1 800-666-3974. Filling out their online form on their website can be helpful.
    • 3. What Services Does The SHM Financial Group Provide?

      The SHM Financial Group also provides these kind of loans:
      Estate planningFinancial planningInvestment advisingRetirement savings consultingTax planning See more services from The SHM Financial Group.
    • 5. Is The SHM Financial Group an Agency or a Lender?

      The SHM Financial Group is a Financial planner. However, WeLoans, as a lending agency, can help you establish connections with over 100+ lenders to get no credit check loans.
    • 2. Where Can I Find The SHM Financial Group? How Do I Find It?

      The SHM Financial Group is at 100 Richey Ave, Oaklyn, NJ 08107, United States. Simply use the map to discover the shortest path. You can find more similar loan stores here.
    • 4. How Can I Take Out a Loan at The SHM Financial Group?

      You can fill out their online application form on their website. If you need same day loans, you may find further information on WeLoans.
    • 6. What if I'm Unable to Pay Back My Loan?

      You should negotiate with your lender if you foresee trouble making repayments on your loans. Your lender may either agree to modify your due date or permit you to defer payments for several months.
    • 7. Is The SHM Financial Group Provide Online Loans for Bad Credit?

      Yes. However, if you need a bad credit loan, you can try WeLoans.