Shoreline Financial Advisors has remained open and will continue to be here for your needs with the same high level of service. Although we are not meeting clients face to face, we can meet virtually through a Zoom-type system. Please call our main line at 203-458-6800 to ask a question, arrange a phone call or set up a remote meeting. We can “share” computer screens to facilitate discussions.
There may be rare circumstances where you may need to drop off forms at our office (most can be done electronically, and we will walk you through every step). For everyone’s safety, we ask that you prearrange these drop offs.
This is an evolving situation and we hope to be returning to normal operations in the near future. We thank you for your understanding and patience. Stay safe and we hope to see you soon.
Call us today
Get started by contacting us today. You’ll find we are happy to meet with you to discuss your current situation and your hopes for the future.