Shoreline Financial Advisors LLC
Legal Name: SHORELINE FINANCIAL ADVISORS, LLC
Full Contact Details
Shoreline Financial Advisors LLC
246 GOOSE LANE, SUITE 201, GUILFORD, CT
(203) 458-6800
(203) 458-7965
Other Info
Shoreline Financial Advisors LLC, legally known as SHORELINE FINANCIAL ADVISORS, LLC, is a CT Limited Liability Company registered with the SEC since May 12, 2008. With four employees, three of whom serve in advisory roles, the number of clients served by the firm remains unknown. Its current SEC status is approved.
Financial Plan Home - SFAdvisors
Financial Advisor in Guilford CT providing wealth management solutions. It's time to create a financial plan and invest for tomorrow.
Direct Owners
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BRENDAN THOMAS SMITH
MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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PATRICK MCLEOD SMITH
MANAGING MEMBER / PRINCIPAL owns more than 50% but less than 75%