Archive for December, 2015

Patrick Smith selected as a 2015 Five Star Wealth Manager

Posted on December 30th, 2015 · Posted in Investment Advisory, Team

Congratulations to Patrick who has been selected as a Five Star Wealth Manager for the third consecutive year.  Five Star… read more

Do You Know What You Are Being Charged?

Posted on December 15th, 2015 · Posted in Fiduciary

You probably don’t. At Shoreline Financial Advisors, it is very important that our clients and our potential clients know exactly… read more

Toys For Tots

Posted on December 1st, 2015 · Posted in Team

Once again this year, we are proud to be supporting the Marines Toys For Tots Program.  Please stop by our… read more