We work
For You
At Shamrock Financial Services, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.
Seamus Caulfield
President & Registered Investment Advisor
Seamus is dedicated to improving the lives of his clients, utilizing a well-thought-out financial strategy for retirement.
Seamus got his start in the industry in 1993 as a stockbroker with Smith Barney. He went on to join UBS/Paine Webber, where he first realized the true impact he could have on peoples’ lives. Soon after, he decided to become independent to provide his clients with customized 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, the other aspects of your life can suffer. I help my clients create a plan so they can enjoy what’s most important to them.”
Seamus is a financial professional who can offer investment and insurance products and services. He has passed the Series 63 securities exam and is licensed to sell insurance in New York, New Jersey and Florida.
Originally from a small community in County Roscommon, Ireland, Seamus has strong roots in New York and has lived in the United States for nearly 40 years. He has been married to his wife, Bernadette, a New York native, for over 35 years. They have three children, Erin, Conor and Shannon and four grandchildren.
Shannon Blanchard
Partner & Financial Advisor
Dilenia Lopez
Office Administrator
