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.
View Top Employees from Shore Financial Group, LLCWebsite | http://www.shorefinancialct.com/ |
Revenue | $5 million |
Employees | 2 (2 on RocketReach) |
Founded | 1995 |
Address | 114 Pratt Rd, Clinton, Connecticut 06413, US |
Phone | (860) 664-9028 |
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Industry | Investment Management, Finance General, Finance |
Competitors | Maximus Financial Services, Thein Financial Group |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Shore Financial Group, LLC employee's phone or email?
The Shore Financial Group, LLC annual revenue was $5 million in 2024.
2 people are employed at Shore Financial Group, LLC.
Shore Financial Group, LLC is based in Clinton, Connecticut.
The NAICS codes for Shore Financial Group, LLC are [523, 5239, 52, 52393].
The SIC codes for Shore Financial Group, LLC are [62, 628].