Welcome to Shoreline Financial Advisors

Located in Guilford, CT, we combine over 70 years of experience in the investment advisory, wealth management and insurance services fields.

 

Mission Statement

Our mission is simple.  To help our clients achieve their financial goals and dreams.

We accomplish this through a comprehensive review of our clients’ investment objectives, combined with a conservative, long-term approach to investing and superior service.

It is this commitment to excellence which has made our firm one of the premier financial services providers on the shoreline.

 

Shoreline Financial Advisors, trust and integrity in investment management and total financial planning.

    

 
246 Goose Lane ,Suite 201
Guilford, CT   06437
Phone 203-458-6800    Fax 203-458-7965
psmith@sfadvisors.com

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, New York 12211
©2010 Shoreline Financial Advisors, LLC. All rights reserved.