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Financial Services • 150 Morristown Rd, Suite 201, United States • 1-10 Employees
Key Contact at Wealth Shield Financial
Christopher Budd
Director of Retirement Strategies
Company overview
| Headquarters | 150 Morristown Rd, Suite 201, Bernardsville, New Jersey 07924, US |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Special Needs Planning, Life Insurance, Estate Planning Strategies, Social Security Maximization, Fixed Indexed Annuities, Asset Accumulation, Generational Wealth Transfer, Business Executive And Employee Benefits, Cpa And Attorney Alliances, Capitol Advisory, Retirement Income Maximization |
| Founded | 2016 |
| Employees | 1-10 |
About Wealth Shield Financial
Are you tired of losing sleep not knowing what retirement will look like for you and your loved ones? Do you want to retire, but you’re scared to say goodbye to your paycheck? Don’t worry you’re in the same boat as many of our clients. At Wealth Shield Financial, we create confidence for pre-retirees and retirees through a easy to understand written plan to pursue your dreams. We have over 20 years of experience helping clients: • Reduce Risk on their investment portfolios. • Guarantee income so they can live confidently. • Mitigate taxes on retirement income & inheritance to their heirs. • Protecting against the exponential increasing cost of health & long term care. By working with Wealth Shield Financial and putting your retirement plan on paper, you can gain the confidence that our clients live with. Use the link below to book your introductory 15-minute call with us. https://calendly.com/wealthshieldfinancial Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), a registered investment advisor. Wealth Shield Financial LLC and MAS are not affiliated companies.
Employees by Management Level
Total employees: 1-10
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Wealth Shield Financial has never raised funding before.
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