Marion (Bud) Shore Cpa/Pfs

Marion (Bud) Shore Cpa/Pfs Email and Phone Number

President @ Shore & Company, PC
New Castle, IN, US
Marion (Bud) Shore Cpa/Pfs's Location
New Castle, Indiana, United States, United States
Marion (Bud) Shore Cpa/Pfs's Contact Details

Marion (Bud) Shore Cpa/Pfs work email

Marion (Bud) Shore Cpa/Pfs personal email

n/a

Marion (Bud) Shore Cpa/Pfs phone numbers

About Marion (Bud) Shore Cpa/Pfs

As a CPA, Bud has had over thirty-five years of experience assisting individuals and small businesses with their financial and tax planning needs. He founded Shoreline Asset Management, LLC, and since 1998 has used his experience to help individuals with investment advice and wealth management.Specialties: Bud provides investment advice and wealth management services to attorneys, business owners transitioning their business, physicians and others.

Marion (Bud) Shore Cpa/Pfs's Current Company Details
Shore & Company, PC

Shore & Company, Pc

View
President
New Castle, IN, US
Website:
hcmhcares.org
Employees:
350
Marion (Bud) Shore Cpa/Pfs Work Experience Details
  • Shore & Company, Pc
    President
    Shore & Company, Pc
    New Castle, In, Us
  • Shoreline Asset Management, Llc
    Managing Member
    Shoreline Asset Management, Llc Apr 1998 - Present
    New Castle, Shelbyville And Indianapolis, In
    Along with my strategic partners, I provide wealth management services to my clients. This includes investment consulting, and strategies for wealth enhancement, wealth protection, wealth transfer and charitable giving. We are your personal CFO.
  • Shore & Company, Pc
    President
    Shore & Company, Pc Jul 1990 - Present
  • Citizens State Bank
    Director
    Citizens State Bank Apr 2006 - Present
    Citizens State Bank in New Castle is a locally owned & operated financial institution providing both business and personal banking services.
  • Henry County Hospital
    Board Of Trustees
    Henry County Hospital Jan 2006 - Present
    New Castle, In
    View
  • Earlham College
    Member Board Of Trustees
    Earlham College Feb 2007 - Jun 2016
    Richmond, Indiana
  • Simmons & Company, Certified Public Accountants
    Partner
    Simmons & Company, Certified Public Accountants Jan 1979 - Jun 1990
    Responsible for Audits and compliation quality control. Worked with small businesses on accounting, tax preparation and tax planning matters.
  • Citizens State Bank
    Loan Officer
    Citizens State Bank May 1978 - Dec 1978
  • Whipple & Company Certified Public Accountants
    Staff Accountant
    Whipple & Company Certified Public Accountants Jun 1976 - Apr 1978

Marion (Bud) Shore Cpa/Pfs Skills

Cpa

Marion (Bud) Shore Cpa/Pfs Education Details

Frequently Asked Questions about Marion (Bud) Shore Cpa/Pfs

What company does Marion (Bud) Shore Cpa/Pfs work for?

Marion (Bud) Shore Cpa/Pfs works for Shore & Company, Pc

What is Marion (Bud) Shore Cpa/Pfs's role at the current company?

Marion (Bud) Shore Cpa/Pfs's current role is President.

What is Marion (Bud) Shore Cpa/Pfs's email address?

Marion (Bud) Shore Cpa/Pfs's email address is me****@****eco.com

What is Marion (Bud) Shore Cpa/Pfs's direct phone number?

Marion (Bud) Shore Cpa/Pfs's direct phone number is +176562*****

What schools did Marion (Bud) Shore Cpa/Pfs attend?

Marion (Bud) Shore Cpa/Pfs attended Ball State University - Miller College Of Business, Ball State University - Miller College Of Business, Blue River Valley High School.

What skills is Marion (Bud) Shore Cpa/Pfs known for?

Marion (Bud) Shore Cpa/Pfs has skills like Cpa.

Who are Marion (Bud) Shore Cpa/Pfs's colleagues?

Marion (Bud) Shore Cpa/Pfs's colleagues are Angie Morgan, Thomas Mathews, Bonnie Cook, Christopher Wallace, Lauren Ann Smith, Paul Janssen, Mary Butler.

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