Shala Financial, LLC is a Florida-based financial advisory firm founded by Rosa Shala in December 2017. Located in Saint Augustine Beach, FL, the company specializes in purpose-based investing to help clients achieve their financial aspirations. With over two decades of experience since starting her efforts in 2000, Rosa Shala focuses on creating lifetime income for families and leaving a meaningful legacy of wealth and wisdom. The firm's services emphasize retirement preparation and education about various retirement rollover options, reflecting Rosa's passion for guiding people through these essential financial decisions.
Shala Financial is registered under the Florida Department of State as a Limited Liability Company (FLAL), with the filed number L17000264498. Its mailing address is 56 Anastasia Lakes Dr, St Augustine, FL 32080, USA. The company maintains contact through phone numbers: (352) 207-7920 and toll-free lines (888) 887-4252 and (888) 879-6044. Shala Financial's operations and updates can be accessed via its website at shalafinancial.com. As per the latest records, the annual report was submitted on February 20, 2024, for the year 2024, with a Filing, Electronic, & Internet (FEIN) number of 82-4162171.
Rosa Shala serves as both the founder and the manager of the company, steering its vision and strategic direction.
KEY FACTS ABOUT SHALA FINANCIAL, LLC
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US Businesses
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Companies in Florida
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Saint Johns County Companies
- Company name
- SHALA FINANCIAL, LLC
- Status
- Active
- Filed Number
- L17000264498
- FEI Number
- 82-4162171
- Date of Incorporation
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December 28, 2017
Age - 8 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://shalafinancial.com
- Phones
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(352) 207-7920
(888) 887-4252
(888) 879-6044
SHALA FINANCIAL, LLC NEAR ME
- Principal Address
- 320 HIGH TIDE DR,
Ste 101,
SAINT AUGUSTINE BEACH,
FL,
32080,
US
- Mailing Address
- 56 Anastasia Lakes Dr,
St Augustine,
FL,
32080,
US
See Also