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Shoreline Financial Services
- Financial Advising
- Gilbert, AZ
About this business
We are dedicated to providing retirement planning and financial strategies to all of those seeking a better lifestyle. Simply put, we strive to be our client's trusted source for safe money. We look at the true math and science of retirement to not only minimize risk , but to make sure you have a guaranteed income for the rest of your life. Shoreline Financial Services of Arizona does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are considered a "full" serv... read more
Location details
1176 E Warner Rd #115, Ste 115, Gilbert, AZ, 85296, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Sean is the main guy at Shoreline Financial. He is responsive and makes everything easy to understand. He is a personable and he cares about his clients!
Shoreline Financial is such an amazing company! Thanks to Sean and Jackie Humeston, my retirement money was saved when my company decided to discontinue 401K services. I was able to roll everything over into IRAs with the help of Sean and his team. It's been a seamless process so far. I feel that my retirement is now in the best of hands with Shoreline Financial!
Jackie is a pleasure to speak with both on the phone and in person. Sean is knowledgeable and extremely helpful in setting up my annuity to help prepare for my retirement. Met Jackie and Sean a few years ago and was very impressed with them both. We actually used their company when we refinanced our home a while back. We would definitely recommend doing business with Sean and his company.
They are great people been looking for years for someone we could trust.
Frequently asked questions about Shoreline Financial Services
How is Shoreline Financial Services rated?
Shoreline Financial Services has a 4.9 star rating with 14 reviews.
When is Shoreline Financial Services open?
Shoreline Financial Services is closed now. It will open tomorrow at 9:00 a.m.
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