Brenda CFP's Colleagues at Shoreline Asset Management LLC
Brenda CFP's Contact Details
HQ
765-593-2487
765-593-2487
Location
Company
Shoreline Asset Management LLC
Shoreline Asset Management LLC
Brenda CFP's Company Details
Shoreline Asset Management LLC
New Castle, IN, US • 20 - 49 EmployeesInvestment Bank/Securities Brokerage
Providing personalized wealth management & financial planning. At Shoreline Asset Management 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
Frequently Asked Questions about Brenda CFP
Brenda CFP currently works for Shoreline Asset Management LLC.
Brenda CFP's role at Shoreline Asset Management LLC is Wealth Advisor.
Brenda CFP's email address is ***@shoreline-llc.com. To view Brenda CFP's full email address, please signup to ConnectPlex.
Brenda CFP works in the Investment Management industry.
Brenda CFP's colleagues at Shoreline Asset Management LLC are Tina Conyers, Josh Brumbaugh, Tim Woodward, Cindy Hamilton, Jay Bumbalough, Brenda Baier and others.
Brenda CFP's phone number is 765-593-2487