Investment Advisor: Shares Financial Group LLC
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Company: Shares Financial Group LLC
Contact: Kenneth J Shares
104 West Main Street
Victor, New York, 14564
Phone: (585) 924-3913
Fax:
(585) 742-3094
Website: http://www.sharesfinancialgroup.com
We are a wealth management firm specializing in helping clients with their retirement plans. We help them to coordinate all possible sources of retirement to maximize their income and keep taxes to a minimum.
We also help clients manage risk by utilizing
Serves Counties: Livingston (NY), Monroe (NY), Steuben (NY)
License #: 1089742
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: Over 25 Years
Designations: LUTCF
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest:
License Type: Series 7,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Registered Representative,securities offered through Cambridge Investment Research,Inc.,a Broker/Dealer,Member FINRA/SIPC Investment Advisor Representative,Cambridge Investment Research Advisors,Inc. a Registered Investment Advisor. Shares Financial Group
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