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- The SHM Financial Group Ave, Richey, Oaklyn
- Phone:
- +1 800-666-3974
- Website:
- http://www.shmfinancial.com/
- Address:
- 100 Richey Ave, Oaklyn, NJ 08107, United States
- Hours:
- Wednesday9AM–5PMCLOSE
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
Complimentary Consultation
Comprehensive Retirement Plan
Customized Retirement Plan
Equity Analysis
Equity Research
Estate Plans
Estate Preservation
Exit Strategies
Financial Advisors
Financial Analyst
Financial Needs Analysis
Financial Planning
Financial Strategies
Generational Vault
Individual Financial
Insurance Planning
Insurance Policies
Insurance Solutions
Investment Management
Legacy Planning
Living Trusts
Long-Term Care Insurance
Portfolio Management
Registered Investment Advisor
Registered Investment Advisory
Retirement Income
Retirement Income Strategies
Retirement Strategies
Retirement System
Risk Assessment
Risk Management
Risk Mitigation
Roth Conversion Analysis
Social Security Benefits
Social Security Income Planning
Social Security Maximization
Tailored Investment Strategies
Tax Advisory
Tax Credits
Tax Filing Services
Tax Minimization
Tax Optimization
Tax Planning
Tax Preparation
Tax Reduction Strategy
The Retirement Planning Process
Under Management
Wealth Protection
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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- Wednesday :9AM–5PM
- Thursday :9AM–5PM
- Friday :9AM–5PM
- Saturday :Closed
- Sunday :Closed
- Monday :9AM–5PM
- Tuesday :9AM–5PM
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.

