Founded in 2003, Shearson Financial Services, LLC is an independent, full-service advisory and brokerage firm. It is explicitly not affiliated with the former Shearson Lehman Brothers or its subsequent entities. The company's mission is to offer personalized and unbiased financial guidance to individuals, families, and business owners. They operate as both a registered investment adviser and a broker-dealer, providing a wide range of services including investment management, retirement planning, estate planning, and insurance solutions, with a focus on building long-term client relationships.

Founded in

United States