Get started by contacting us today.

Get started by contacting us today

COVID-19 Announcement


First of all, we hope that everyone is safe and healthy.  We realize that the extraordinary measures being recommended through local, state and federal guidelines can be very challenging.


Shoreline Financial Advisors has remained open and will continue to be here for your needs.  Hours of operation are unchanged.  Our investments in technology has allowed us to seamlessly transition to a remote working environment.  Our phone systems are operational so, please do not hesitate to call the main telephone line, 203-458-6800, to set up a remote meeting.  We can “share” a computer screen to facilitate a presentation of our services and how we might be able to help you.


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.


Call us today

No pressure. No obligation

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.  

It’s important to find a team of advisors in whom you can trust

Reach out to our team today at

(203) 458-6800


If you prefer to start by contacting us via email, please fill out the form below so we can reach out to you.

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