Patrick Smith's Contact Details

Patrick Smith's Company Details

Shoreline Financial Advisors

Guilford, CT, US • 5 - 9 Employees
Financial Services

Founded in 1996, Shoreline Financial Advisors, LLC is a Registered Investment Adviser with the SEC. We specialize in the management of individual investment portfolios, trusts, endowments and retirement plans as well as insurance, financial and tax planning. Over the past twenty years, there has been a proliferation of financial products and a growing amount of financial information in magazines, newspapers and television. More than ever you need someone you can trust and who is knowledgeable. We take a measured approach to your financial goals, evaluating your objectives with your perception of risk before recommending the investment, tax and insurance strategy appropriate for your situation.