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.
View Top Employees from Shearson Financial ServicesWebsite | http://shearsonllc.com |
Revenue | $6 million |
Employees | 24 (14 on RocketReach) |
Founded | 1996 |
Address | 7000 W. Palmetto Park Road Suite 306, Boca Raton, Florida 33433, US |
Phone | (561) 613-4665 |
Technologies |
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Industry | Financial Services, Finance General, • Investment Strategy • Portfolio Management • Retirement Planni, Finance |
Web Rank | 22 Million |
Keywords | Shearson In Boca |
Competitors | Foothills Asset Management, Ltd, SULLIVAN & SERWITZ INVESTMENT ADVISORS, INC., Shearson Financial Services, THE HANCOCK GROUP, INC., Trinity Financial, Inc. |
SIC | SIC Code 61 Companies, SIC Code 615 Companies |
NAICS | NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies |
Looking for a particular Shearson Financial Services employee's phone or email?
The Shearson Financial Services annual revenue was $6 million in 2024.
Steven Grossman is the President of Shearson Financial Services.
14 people are employed at Shearson Financial Services.
Shearson Financial Services is based in Boca Raton, Florida.
The NAICS codes for Shearson Financial Services are [56111, 561110, 56, 5611, 561].
The SIC codes for Shearson Financial Services are [61, 615].