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Contact Info

Alan Haft Fact Sheet

FACT SHEET

 

 

 

BUSINESS NAME

S.H. Financial

CORPORATE OVERVIEW

S.H. Financial is incorporated.  It is a financial planning firm that specializes in retirement income planning and an array of estate planning options.

COMPANY HISTORY

Alan Haft, a former Hollywood producer, returned to his financial planning roots and opened the company in 2006.

PRODUCT / SERVICE OVERVIEW

Financial Planning

CERTIFICATIONS

Investment Advisor, Certified Senior Advisor, Certified Income Planner and General Securities Representative

# OF EMPLOYEES

7

ANNUAL REVENUE

N/A

HEADQUARTERS

S.H. Financial

301 Yamato Road  Suite3199

Boca Raton, FL

MANAGEMENT CONTACTS

Alan Haft

WEB SITE

www.alanhaft.com

MEDIA CONTACT

Margie Zable Fisher, 561-417-0006

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