Shoreline Financial Advisors, LLC - Financial Planners, Investment Advisors, Financial Advisors, Portfolio Managers, Guilford, CT.

<body> Shoreline Financial Advisors, LLC, Guilford,CT<p> We are a financial and investment advisory firm providing portfolio management and financial planning services in Guilford, CT. Investment Advisory Services - When seeking an investment advisor, most people are looking for trust, service and performance. At the heart of our investment operation is discipline and prudence. We are not seeking the next hot investment. At Shoreline Financial Advisors, LLC, you can expect the highest ethical standards through our association with AIMR, the governing organization of Chartered Financial Analysts. As fee-based advisors through Raymond James, we are setting the same course as our clients for the future. By investing in reporting systems and utilizing one of the best back offices in the industry, we will deliver the most timely, accurate and informative reports to our clients. Through our financial planning process, we will create a prudent and appropriate investment portfolio. Financial Planning - We have found that the best way to achieve one's short and long term goals is to establish a financial plan. Our thorough process ensures that we and our clients review all relevant investment, tax, insurance and estate information and arrive at a strategy that properly reflects the objectives and risk of each individual client. Brendan T. Smith, CPA - Brendan is one of the founding partners of Shoreline Financial Advisors, LLC. Before establishing SFA, Brendan was a partner at Simione, Scillia, Larrow and Dowling, LLC. Prior to that, he was a partner at Brown and Brown, LLC. These were both New England firms focusing on tax and estate planning, personal financial planning and accounting for pension plans. Brendan began his career at Arthur Anderson. He is a Certified Public Accountant in Connecticut and Massachusetts and he has a B.S. from Boston College and M.S. in Taxation from Bentley College. Brendan serves on the Board of the Guilford Library and the Executive Board of the Owners Association at the Guilford Yacht Club. Experience: Since 1983. Patrick M. Smith, CFA - Patrick joined Shoreline Financial Advisors in 2001. Prior to SFA, he was a Senior Vice President and portfolio manager at Pioneer Investments, managing over a billion dollars in global portfolios. From 1995 to 2000, portfolios that he managed were rated 4/5 stars by Morningstar Investment Services. Before Pioneer, Patrick was a Vice President and portfolio manager at Loomis, Sayles & Co. He began his career as a securities analyst at Putnam Investments. He has appeared several times on CNBC as well as public television. He has been featured and/or quoted in USA Today, the Boston Globe, the Chicago Tribune, the Wall Street Journal, Kiplingers, Money, Financial Planning, Bloomberg, Financial World and Pensions and Investments. He has a B.B.A. from the University of Notre Dame and an M.S. in Finance from Boston College. He is a Chartered Financial Analyst and a member of CFA Institute and the New York Society of Security Analysts. Patrick is a member of the Executive Boards of the Guilford Preservation Alliance in Guilford and Chestnut Hill Concerts in Old Saybrook. He is also a Trustee of the St. George Roman Catholic Church of Guilford. Industry Experience: Since 1984. <table> <a href="whoweare.asp?SPID=28643&OrgID=1089">Who We Are</a> <a href="whatwedo.asp?SPID=28644&OrgID=1089">Our Services</a> <a href="whatwedo.asp?SPID=92000&OrgID=1089">Investment Management</a> <a href="ourviews.asp?SPID=28645&OrgID=1089">Reprinted Articles</a> <a href="accesscontent.asp?pagetype=FBRIEFS?SPID=28647&OrgID=1089">Financial Briefs</a> <a href="accesscontent.asp?pagetype=CALCULATORS?SPID=28653&OrgID=1089">Problem Solvers</a> <a href="contactus1.asp?SPID=28651&OrgID=1089">Contact Us</a> <a href="home1.asp?SPID=28652&OrgID=1089">Home</a> </table> </body>