The way you choose to invest your money is your future.
Above all, you must be comfortable with the choices presented to you by a qualified securities broker. At Shearson Financial Services, LLC , we examine a client's objectives and current asset allocation, recommending strategies to help achieve your goals. We'll do everything possible to explain our recommendations, and then let the client decide. We invite you to read further to discover our ingredients for successful investing with our firm of integrity.

Non-Proprietary
We can't provide you with a list of our products. That's because unlike many larger firms which develop funds and investment vehicles of their own which they push the clients to choose, Shearson Financial Services, LLC has no house or proprietary products. Our clients will be presented with various mutual funds or annuities that are the best fit for them - not with the products most lucrative for the company.

Independent
Shearson Financial Services, LLC is an independent broker/dealer. We have selling agreements with over 40 of the strongest companies in the world. Shearson Financial Services, LLC is honored and pleased to represent these individual partners. Our relationship enables us to sell or recommend the best products available.

Free Consultation
At Shearson Financial Services, LLC there is no charge for your initial consultation. Perhaps you need to make adjustments to respond to a changing market, or are currently working with a larger firm and desire a second opinion and some new ideas. We will be pleased to offer our expertise for your financial well being.

Confidentiality
Confidentiality is very important to us. Since our inception, we have continually proven that our clients will never have to worry about their activities being exposed.

Flexibility
Shearson Financial Services, LLC is happy to work with a client's other professional advisors such as lawyers, bankers, and accountants to help provide a well rounded plan that is based on all available information.

RBC Capital
Shearson Financial Services, LLC is a correspondent of RBC Correspondent Services, one of the largest clearing brokers in the United States and a respected leader in the securities industry. RBC Corporation is a wholly owned subsidiary of the Royal Bank of Canada. Royal Bank of Canada is one of North America's leading diversified financial service companies. RBC has a 95-year track record of excellence and is the nation's 8th largest securities firm with 6000 employees. RBC CS performs certain centralized cashiering, bookkeeping, and execution functions for cash and margin accounts. In addition, RBC CS handles the delivery and receipt of securities purchased or sold by clients, receive and distribute dividends and other distributions, process exchange offers, rights offerings, warrant exercises, tender offers, and redemptions.

Shearson Financial Services, LLC is a member of SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org. Furthermore, an additional policy has been purchased from Lloyd's of London. The policy provides an additional $99.5 million per client of coverage for securities above that offered by SIPC. This includes protection for cash of up to $900,000 over the $100,000 provided by SIPC. Our clients appreciate the power of RBC behind them, including access to their research and legal transfer departments.