Insights

Established Client Base With a history dating back to 1958 and a focus on personal financial and retirement planning, SHM Financial serves individual clients seeking secure retirement solutions, presenting opportunities for tailored financial products and advisory services.

Community Recognition Receiving the Roger Davis Memorial Community Service Award indicates strong local engagement and reputation, which can be leveraged for strategic partnerships and expanding community-based financial services.

Diverse Service Portfolio Offering comprehensive services including money management, annuities, tax, and estate planning suggests a client base with complex financial needs, opening opportunities for cross-selling and premium advisory packages.

Digital Engagement Their website features educational content and TV show episodes, indicating an emphasis on digital marketing and content-driven client engagement, suitable for promoting innovative financial solutions and online advisory tools.

Growth Potential Operating within the $1M-$10M revenue range and serving a niche market, SHM Financial has growth opportunities through acquiring additional individual clients, expanding service offerings, and leveraging community recognition to enhance market footprint.

SHM Financial Tech Stack

SHM Financial uses 8 technology products and services including Microsoft 365, Vue.js, JSON-LD, and more. Explore SHM Financial's tech stack below.

  • Microsoft 365
    Email
  • Vue.js
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Polyfill
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Priority Hints
    Performance
  • OceanWP
    Web Platform Extensions

SHM Financial's Email Address Formats

SHM Financial uses at least 1 format(s):
SHM Financial Email FormatsExamplePercentage
First@shmfinancial.comJohn@shmfinancial.com
60%
Last@shmfinancial.comDoe@shmfinancial.com
40%

Frequently Asked Questions

Where is SHM Financial's headquarters located?

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SHM Financial's main headquarters is located at 100 Richey Avenue Collingswood, New Jersey 08107 United States. The company has employees across 2 continents, including North AmericaEurope.

What is SHM Financial's official website and social media links?

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SHM Financial's official website is shmfinancial.com and has social profiles on LinkedIn.

What is SHM Financial's NAICS code?

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SHM Financial's NAICS code is 52 - Finance and Insurance.

How many employees does SHM Financial have currently?

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As of May 2026, SHM Financial has approximately 3 employees across 2 continents, including North AmericaEurope. Key team members include Vice President, Partner: D. M.Licensed Mortgage Broker: G. D.Sales Assistant: M. S.. Explore SHM Financial's employee directory with LeadIQ.

What industry does SHM Financial belong to?

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SHM Financial operates in the Financial Services industry.

What technology does SHM Financial use?

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SHM Financial's tech stack includes Microsoft 365Vue.jsJSON-LDjQueryPolyfillSwiperPriority HintsOceanWP.

What is SHM Financial's email format?

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SHM Financial's email format typically follows the pattern of First@shmfinancial.com. Find more SHM Financial email formats with LeadIQ.

When was SHM Financial founded?

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SHM Financial was founded in 1958.

SHM Financial

Financial ServicesNew Jersey, United States2-10 Employees

Since 1958, the SHM Financial Group has been providing personal financial and retirement planning services to individuals whose goals and objectives are to obtain a safe and secure retirement.  Our team is comprised of a CPA, an attorney, and a seasoned team of financial service professionals whose focus is to assist you in the development of your retirement plan.  This encompasses money management through our registered investment advisory firm ( The Molotsky Tax Advisory Group, LLC.-.a fee based registered advisory firm), 
fixed and fixed index annuities through our insurance group,  tax planning, and basic estate planning.  We are an independent firm in all aspects of the services that we provide.  We do not work for anyone except you. You employ us .We have offices in 
Collingswood NJ   Voorhees NJ  and Lakehurst NJ to serve you ..
Our website has over 24 episodes of our TV show THE MOLOTSKYS ON MONEY  for your viewing pleasure, 
as well as a plethora of information about all of the charitable involvement of the individuals in the organization..

Section iconCompany Overview

Headquarters
100 Richey Avenue Collingswood, New Jersey 08107 United States
NAICS Code
52 - Finance and Insurance
Founded
1958
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    SHM Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    SHM Financial's revenue is estimated to be in the range of $1M$10M

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