Where are SHM Financial employees located globally?

SHM Financial has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has SHM Financial's team size changed over time?

SHM Financial's team has remained stable from approximately 2 to 2 employees based on available data.

SHM Financial Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

SHM Financial is a financial services firm focused on personal financial and retirement planning, aiming to help individuals pursue a secure retirement. The team includes a CPA and an attorney, supported by financial professionals to assist in developing comprehensive retirement plans that encompass investment management, fixed and fixed-index annuities, tax planning, and basic estate planning. The company operates as an independent advisor, emphasizing that clients engage the firm directly rather than the other way around, and it offers services through its insurance and registered investment advisory operations. Based in New Jersey, with offices in Collingswood, Voorhees, and Lakehurst, SHM Financial serves residents seeking guidance across retirement and tax planning needs. The firm has a long-running presence dating back to 1958 and has a local media footprint through a public-facing TV show, The Molotskys on Money. A recent notable development includes recognition for community service from the Roger Davis Memorial award.

SHM Financial Global Highlights

North America
2

United States Of America
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

SHM Financial's Leadership

D. M.
Vice President, Partner
Mobile Phone
Email
G. D.
Licensed Mortgage Broker
Mobile Phone
Email

SHM Financial Employee Metrics

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2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from SHM Financial

Name

Title

Contact

Location

Last Update

D. M.
Vice President, Partner
Mobile Phone
Email
Oct 21, 2024
G. D.
Licensed Mortgage Broker
Mobile Phone
Email
United KingdomEngland
Aug 07, 2025

Frequently Asked Questions

What is SHM Financial known for?

SHM Financial was founded in 1958 operates in the Financial Services industry. Explore SHM Financial's company overview page for more information.

What is SHM Financial's most common email format?

SHM Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SHM Financial email formats with LeadIQ.

How many employees does SHM Financial have currently?

SHM Financial has approximately 3 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are SHM Financial's key employees and leadership?

As of July 2026, SHM Financial's key employees include:

Vice President, Partner: D. M.
Licensed Mortgage Broker: G. D.

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SHM Financial Employee Directory

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