Apex Wealth Competitors

We are a wealth management company based in Clinton, CT that specializes in investment advisory services and retirement planning. We have been an award-winning company since establishment in 1995. Shore Financial Group, LLC is committed to helping you ride the wave to the shore of financial security. Disclosure: Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC (www.finra.org and www.sipc.org ). AIC and Shore Financial Group, LLC are not affiliated. Additional products and services may be available through Omar Francis or Shore Financial Group that are not offered through AIC. Securities products are limited to residents of Connecticut, New York, Florida, Georgia, and Maryland. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Shore Financial Group will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.

Ploeger & Associates, Inc., utilizes systematic Estate, Financial, and Investment Planning, to ensure our Individual and Business clients achieve their long-term goals and objectives. Our strong service philosophy helps clients achieve financial independence. Click here to learn more about us.