SHM Financial Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Since 1958, the SHM Financial Group has been providing personal financial and retirement planning services to individuals whose goals and objectives are to obtain a safe and secure retirement.  Our team is comprised of a CPA, an attorney, and a seasoned team of financial service professionals whose focus is to assist you in the development of your retirement plan.  This encompasses money management through our registered investment advisory firm ( The Molotsky Tax Advisory Group, LLC.-.a fee based registered advisory firm), 
fixed and fixed index annuities through our insurance group,  tax planning, and basic estate planning.  We are an independent firm in all aspects of the services that we provide.  We do not work for anyone except you. You employ us .We have offices in 
Collingswood NJ   Voorhees NJ  and Lakehurst NJ to serve you ..
Our website has over 24 episodes of our TV show THE MOLOTSKYS ON MONEY  for your viewing pleasure, 
as well as a plethora of information about all of the charitable involvement of the individuals in the organization..

Find SHM Financial employees' phone numbers or email addresses

SHM Financial Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

SHM Financial's Leadership

  • Stylized image of a person
    D. M.
    Vice President, Partner
    Phone icon
  • Stylized image of a person
    G. D.
    Licensed Mortgage Broker
    Phone icon
  • Stylized image of a person
    M. S.
    Sales Assistant
    Phone icon

SHM Financial Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from SHM Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. M.
    Vice President, Partner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    G. D.
    Licensed Mortgage Broker
    Phone icon
    United KingdomEngland
    Aug 07, 2025
  • Stylized image of a person
    M. S.
    Sales Assistant
    Phone icon
    United StatesNew Jersey
    Feb 18, 2026

Frequently Asked Questions

What is SHM Financial known for?

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SHM Financial was founded in 1958 operates in the Financial Services industry. The company's main headquarters is located in 100 Richey Avenue Collingswood, New Jersey 08107 United States. Explore SHM Financial's company overview page for more information.

What is SHM Financial's most common email format?

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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?

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

Who are SHM Financial's key employees and leadership?

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

  • Vice President, Partner: D. M.
  • Licensed Mortgage Broker: G. D.
  • Sales Assistant: M. S.

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