Think the only way to a pot of gold is a leprechaun and a little luck of the Irish? This St. Patrick’s Day, take the first steps to creating your own good fortune. Financial professional Seamus Caulfield shared some tips with Fios1 News to help you avoid financial bad luck.

Check Your Emotions

Don’t Settle for the Minimum

Click Here for an interest rate calculator

Plan for Rainy Days

Protect Yourself

Plan for the Future

Click Here for a 401(k) calculator

Credit card debt is at an all-time high! Financial professional Seamus Caulfield sat down with PIX 11 to share his top 5 credit card mistakes. #creditcards #debt #creditmistakes

Fiduciary

a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.

It’s time to make a choice. Plan for your future.

It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.

Why Should I Trust RIA?

N

Registered Investment Advisors are not here to sell, but to guide.

 
N

Registered Investment Advisors are not tied to any specific family of funds or investment products.

 
N

Registered Investment Advisors are here to serve your interests – no one else’s.

 

Meet Seamus Caulfield

PRESIDENT / REGISTERED INVESTMENT ADVISOR

Seamus Caulfield is an independent financial professional. Years of experience working with some of the top financial firms in the country, coupled with a sincere desire to help people protect their retirement, all contribute to Seamus’ personal integrity and dedication to improving the lives of his clients.

Seamus’ career began in 1993 on Wall Street as a stockbroker with Smith Barney. After this he was recruited by UBS/Paine Webber and gained insight into the industry, realizing the true impact he could have on people’s lives. Soon after, Seamus made the decision to become independent so he could provide his clients with individually tailored financial guidance.

“It’s my mission to give my clients the reassurance they need to live their lives with confidence,” Seamus said. “If your financial situation isn’t balanced, then the other aspects of your life can suffer. I help my clients create a plan so that they can rest easy and enjoy what’s most important to them.” […]

If you knew you had guaranteed income for life as part of your overall retirement plan

What would you do?

Our Mission

Our mission is to help our clients make smart investment and financial decisions

Read More >>

Educational Workshops

Gain Financial Intelligence. Attend an educational workshop.

Read More >>

Services Offered

Shamrock Financial Services specializes in these Financial & Insurance products.

Read More >>

A Legal Fiduciary Responsibility

 

As a Registered Investment Advisor, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.

Learn More >>

We’d love to hear from you!

Please give us your contact information and we’ll be happy to reach out to you.
Ask us any questions you may have, and we’ll be sure to help answer them.

Main Phone (800) 343-5838

Securities offered through Shamrock Financial Services, LLC, a Registered Investment Advisor. Member FINRA/SIPC.

"Check out the background of this investment professional on Finra's Brokercheck."