Enjoy the
Dream
of Retirement Income
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.
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
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?
Registered Investment Advisors are not here to sell, but to guide.
Registered Investment Advisors are not tied to any specific family of funds or investment products.
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
Educational Workshops
Services Offered
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.
We’d love to hear from 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."