The SHM Financial Group
The SHM Financial Group is an Oaklyn-based accounting firm offering full-service accounting solutions to clients across NJ. Led by Stanley H. Molotsky, david Molotsky devoted more than 50 years to the financial services industry, including 30 years as Manager of the Cherry Hill/Voorhees office of Morgan Stanley, where he led 71 financial advisors and a staff of over 100 employees. A lifelong New Jerseyan, he grew up in Camden and lived in Cherry Hill for more than 50 years, serving his community as President of the Cherry Hill Board of Education and as an officer and Trustee of Congregation M’Kor Shalom. David was widely respected for his expertise in equity and fixed income markets and for his service on the NASD Board of Arbitrators of the New York Stock Exchange. Above all, he was a devoted husband to his wife of 52 years, Morra, a proud father of four, and grandfather of eleven, and will be remembered for his leadership, integrity, and deep commitment to family and community. Professional credentials include Licensed, CFA. Located at 100 Richey Ave. Reach them at 8006663974. Visit their website for more details on services and portfolio.
How We Scored The SHM Financial Group
- Google Rating
- N/A/5 → 0/25 pts
- Review Volume
- 0 reviews → 0/15 pts
- Credentials
- Licensed, CFA → 0/20 pts
- Press Recognition
- 0 mentions → 0/15 pts
- Web Presence
- 6/10 pts
- Experience
- 68 years → 9/10 pts
- Profile Completeness
- 8/5 pts
Key facts
- Founded
- 1958
- Managing Partner
- Stanley H. Molotsky
- Team size
- 8
- Based in
- Oaklyn, NJ
- Address
- 100 Richey Ave
- Website
- http://www.shmfinancial.com/
- Phone
- 8006663974
- mary@shmfinancial.com
- Certifications
- Licensed
- CFA
Frequently asked questions
- What is The SHM Financial Group's ranking among CPAs in Oaklyn?
- The SHM Financial Group is ranked #1 in Oaklyn with a Guide Score of 23/100. This score is based on Google reviews, professional credentials, press recognition, web presence, and experience.
- What services does The SHM Financial Group offer?
- The SHM Financial Group's specific services are not yet catalogued in our directory. Review the firm's website at http://www.shmfinancial.com/ or contact the firm directly for their current service offerings.
- What credentials does The SHM Financial Group hold?
- The SHM Financial Group holds the following credentials: Licensed, CFA. These are verified against public professional registries.
- Where is The SHM Financial Group located and what areas do they serve?
- The SHM Financial Group is based in Oaklyn, NJ. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact The SHM Financial Group?
- To engage The SHM Financial Group: Visit http://www.shmfinancial.com/ to review their services, or call 8006663974, or email mary@shmfinancial.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.