Shore Wealth Management

Description

• At Shore Wealth Management, we have adopted the words Your Goals are our Focus as our motto. They act as a constant reminder that the most important thing we do is help our clients and their families meet their financial goals. Our mission is to use our disciplined financial planning process and asset management strategies to guide our clients and their family through each stage of lifes financial journey. We believe that all of our decisions should be based on knowing exactly what our clients are trying to accomplish. Our clients deserve prompt, competent, and courteous service. Our clients deserve quality financial services and creative, intelligent solutions at a fair price. Shore Wealth Management is based in Danville, Illinois and work with affluent investors across the country. We are affiliated with Cetera Advisor Networks, one of the premier broker-dealers in the industry. We use Pershing LLC as the custodian for our clients assets. Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nations oldest continuously operating bank and one of the worlds leading providers of securities services. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Shore Wealth Management and Cetera Advisor Networks are under separate ownership.
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  Headquarters:3609 North Vermilion Street , Danville, Illinois, United States

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  Phone Number: +1 217-709-0001

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  Website: https://www.shorewm.com

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  Employees:8

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  Revenue:$1 - 10M

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  Legal Name:Shore Wealth Management

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• |  NAICS Code: 523930  |

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