Founded in 1996, Shoreline Financial Advisors, LLC is a Registered Investment Adviser with the SEC. We specialize in the management of individual investment portfolios, trusts, endowments and retirement plans as well as insurance, financial and tax planning. Over the past twenty years, there has been a proliferation of financial products and a growing amount of financial information in magazines, newspapers and television. More than ever you need someone you can trust and who is knowledgeable. We take a measured approach to your financial goals, evaluating your objectives with your perception of risk before recommending the investment, tax and insurance strategy appropriate for your situation.
View Top Employees from Shoreline Financial Advisors, LLCWebsite | http://sfadvisors.com |
Revenue | $1 million |
Employees | 2 (2 on RocketReach) |
Founded | 1996 |
Address | 246 Goose Ln, Ste 201, Guilford, Connecticut 06437, US |
Phone | (203) 458-6800 |
Fax | (203) 458-7965 |
Technologies |
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Industry | Financial Services, Brokerage, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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The Shoreline Financial Advisors, LLC annual revenue was $1 million in 2024.
2 people are employed at Shoreline Financial Advisors, LLC.
Shoreline Financial Advisors, LLC is based in Guilford, Connecticut.
The NAICS codes for Shoreline Financial Advisors, LLC are [5239, 523, 52, 52393].
The SIC codes for Shoreline Financial Advisors, LLC are [62, 628].