Shamrock Financial Services
Financial Advising
Why pick this one
Shamrock Financial Services specializes in retirement planning, including tax-efficient strategies and federal employee benefits guidance.
Best for
- People preparing for retirement income needs
- Federal employees navigating complicated retirement benefits
- Clients seeking tax-efficient retirement strategies
- People interested in wealth management and family legacy planning
- People who prefer structured retirement planning through consultations and workshops
Look elsewhere if
- People seeking emergency financial services
- People seeking services unrelated to retirement planning or wealth management
Specialties
- retirement income planning
- tax-efficient retirement strategies
- federal employee retirement benefits planning
- wealth management
- family legacy planning
What makes them different
- Offers dedicated financial guidance for federal employees and their benefits
- Provides a tax-efficient retirement strategy guide covering tax brackets, asset buckets, and required minimum distributions
- Uses a three-step process of exploring goals, evaluating retirement income needs, and creating a strategy
- Hosts workshops on retirement income strategies and wealth management
- Business leadership includes father-daughter partners Seamus Caulfield and Shannon Blanchard
- Serves
- Woodcliff Lake, Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 226 N Front St Ste 206, Wilmington, NC 28401
- Phone
- +18003435838
- Website
- http://www.shamrockfinancialservices.com/
- seamus@shamrockfinancialservices.com
Services
- financial planning
- retirement planning
- wealth management
- retirement strategy workshops