The SHM Financial Group Richey Ave, Oaklyn

I have been a client of SHM for 8 years. Initially, Stan and Lee spent time with me to understand my financial goals. They confidently presented an investment strategy to meet those goals. Their advise was right on target for my investment appetite. Over the years, Stan and Lee continue to offer multiple products for me to choose from to support my financial growth. They are an awesome team.

Stan, Lee and David have helped Celia and myself develop a plan, through their Retirement Strategy service, that both secures our current needs in retirement and protects the future of our estate. In addition, their Asset Allocation service continuously helps us review our assets and rebalance our investments to meet our individual goals and needs. This planning allows us great peace of mind. In general, I think it’s a good idea to hire people who know more about a topic than I do. Stan, Lee, and David fit that criteria by far! We are happy to be part of the SHM family and recommend anyone looking for professional financial planning with a personal touch, contact SHM. Malcolm Hazel

Stan and Lee have been a Godsend to Susan and me. They bring the complex world of finance information and explanations we can easily understand. They have given us possibilities and even some brand new ventures few others seem to know about. They have saved our retirement and made us feel secure in every way. Individually, or as a father/son team, they are always a delight to work with! Jim and Susan B.

My wife and I have been associated with SHM Financial for over 10 years. When we first met, our objectives were to grow our money without necessary risks. That, has been accomplished. Both Lee and Stan are aware that as retired individuals, preservation of capital is a priority and despite the ups and downs of the financial markets, they have done well. I certainly would recommend SHM Financial Group.