Shoreline Wealth Advisors
Financial Services
New Castle, In, United States
11 employees
- Employees
- 11
- Contacts
- 2
- Emails
- 2
Shoreline Wealth Advisors Overview
- Headquarters
- New Castle, In, United States
- Website
- shoreline-llc.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 1998
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Shoreline Wealth Advisors
Providing personalized wealth management & financial planning. At Shoreline Wealth Advisors you’ll find we’re a little different … in a good way. The first thing you’ll notice is our enthusiasm for ensuring your wealth is more than simply managed. It’s made meaningful … in whatever ways mean the most to you. At Shoreline, you’ll discover: 1. A personal way to come home to your individual and professional wealth 2. A smart way to navigate Wall Street (Hint: It’s about YOU, not them) 3. A sensible way to think about investing 4. A deliberate way to organize your assets Shoreline Wealth Advisors ("Shoreline") is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Shoreline and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Shoreline does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
Shoreline Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Shoreline Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Vicki Kelsey | Investment Advisor Representative | Noblesville, Indiana, United States |
View
|
| Buddy Lantz | Real Estate Agent at Harcourts Usa |
View
|
|
| Mark Lux, Chfc | Wealth Advisor at Shoreline Wealth | United States |
Email
|
| Cindy Hamilton | Former Client Services Representative | New Castle, Indiana, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Compare Similar Companies to Shoreline Wealth Advisors
BON APPETITE FOODSERVICE MANAGEMENT INC.
Hospitality
Augment
Financial Services
Securitize for Advisors
Financial Services
Market Street Wealth Management Advisors
Financial Services
Morton Brown Family Wealth
Financial Services
Shore & Company, P.C.
Accounting
Blend Wealth
Financial Services
Turnqey Labs, Inc.
Financial Services
Wooten CPA PLLC
Accounting
401 Financial
Financial Services