SHM Associate

SHM Financial Group, based in Oaklyn, NJ, aims to offer individuals ethically sound retirement strategies for financial freedom. With a focus on safety, security, principal protection, and income features for retirement assets, they specialize in what they term as "GREEN money" - assets like cash, CDs, and fixed annuities that provide peace of mind during retirement. Utilizing a fee-based registered investment advisory firm platform, they guide clients in managing their portfolios with a balance between risk and safety assets. As a financial advisor, SHM Financial Group customizes retirement plans tailored to individual needs, including income, growth, legacy planning, and risk mitigation. Their comprehensive approach involves analyzing each client's unique asset mix to create a coordinated strategy that aligns with their goals. From tax strategies to legacy planning and asset allocation, they provide a range of services aimed at ensuring a successful and secure retirement. Generated from the website content

Planned Financial Programs Company is a trusted financial consultant in Collingswood, NJ, catering to the local community and beyond. Specializing in investment planning, portfolio management, and retirement planning, they offer expert guidance to help clients achieve their financial goals. With a focus on personalized service and comprehensive financial solutions, Planned Financial Programs Company is dedicated to assisting individuals in navigating the complexities of financial planning. Clients can rely on their expertise to make informed decisions and secure their financial future. Generated from their available business information

Morgan Stanley Wealth Management in Camden, NJ, is a financial services firm that specializes in providing investment advice and wealth management services to individuals and businesses. With a focus on helping clients achieve their financial goals, Morgan Stanley Wealth Management offers a range of investment options and personalized financial planning strategies. Generated from their business information