Name: Shoreline Financial Services
Address: 1176 E Warner Rd #115, Gilbert, AZ 85296, USA, US
Telephone: +1 888-899-2566

Shoreline Financial Services is an accounting, located at 1176 E Warner Rd #115, Gilbert, AZ 85296, USA. They can be contacted via phone at +1 888-899-2566, visit their website www.shorelineaz.com for more detailed information.

Location :

1176 E Warner Rd #115, Gilbert, AZ 85296, USA

Contacts :

Added by Jopie, at 16 May 2017

Monday 9:00 AM – 5:00 PM
Tuesday 9:00 AM – 5:00 PM
Wednesday 9:00 AM – 5:00 PM
Thursday 9:00 AM – 5:00 PM
Friday 9:00 AM – 5:00 PM
Saturday Closed
Sunday Closed

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James And Carol Bell

13 July 2017

We have been clients with Sean of Shoreline Financial Services for 10 years. It has been a great experience and relationship! Sean has been such a great help in organizing our investments and creating a great plan for our retirement. We feel very safe and confident with his suggestions and knowledge. He is always available to answer any questions and concerns. Thanks!!
James Carol White

27 June 2017

Sean and his associates are very pleasant and personable. They are experts in assessing our financial picture and goals and then matching those goals to the product(s) that will best serve our financial needs. We find that Shoreline is a place where we can confidently place our trust.
James Hansen

17 June 2017

A financial advisor unlike any other! I had read in the news that there is a difference between having a normal financial advisor. So I decided to give Sean a try. During our first meeting it was obvious that he did things way differently than my financial advisor at merrill lynch. He took his time to get to understand me and my personal goals. He even told me about ways to reduce my investment costs which I did. I was so happy that I hired him and I am very satisfied with my results.

Sean also has a team of Tax and Senior planning advisors that help anticipate tax liabilities in the future and make a plan today to prevent problems come the beginning of each year.
Debbie Brassel

14 June 2017

Sean is fantastic to work with. He takes all the time you need to understand. In my situation, Sean wanted to take sometime and do some research to find out what would be the best fit for me, which I really appreciated. We made another appointment and at the second appointment Sean explained everything to me in detail (what my cost would be and etc) and why he thought it would be the best fit for me. Sean really CARES about his clients and you can feel how much he cares just by talking with him. Sean really is a joy to work with and I'm looking so forward to working with him. I thank God I found him.
Sean Humeston

23 May 2017

Naturally, being the CEO and Founder of SFS, I am going to give us a 5* rating! However, I would love to hear from our clients and prospects that have visited us over the years. Please review us on Google so we can offer great feedback to the public that is wanting to learn more about us.