Shoreline Financial Services - Gilbert, Arizona

Address: 609 S Gilbert Rd, Gilbert, AZ 85296, United States.
Phone: 4807796221.
Website: shorelineaz.com.
Specialties: Financial planner, Tax preparation service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilets, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Shoreline Financial Services

4807796221

Shoreline Financial Services, located at Address: 609 S Gilbert Rd, Gilbert, AZ 85296, United States, is a reputable financial planning and tax preparation service provider. They can be reached at Phone: 4807796221. Their website, Website: shorelineaz.com, provides comprehensive information about their services.

This company specializes in Financial planning and Tax preparation service. They offer a variety of services aimed at helping individuals and businesses manage their finances effectively. Their team of experienced professionals is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client.

Shoreline Financial Services has several features that make it a convenient and inclusive place for all. These include Online appointments, On-site services, and a Wheelchair-accessible car park, Wheelchair-accessible entrance, and Wheelchair-accessible toilet. They also provide Gender-neutral toilets and are LGBTQ+ friendly. It is important to note that an Appointment is required, and it is highly recommended to make an appointment beforehand.

The company has received excellent reviews from clients, with a average opinion of 4.9/5 based on 12 reviews on Google My Business. This is a testament to the high-quality financial services they provide.

Reviews of Shoreline Financial Services

Shoreline Financial Services - Gilbert, Arizona

GandV Baltzer

5/5

What a wonderful experience!!

Working with Sean from Shoreline Financial has been a great experience. We now have an amazing plan for our financial future. Sean’s dedication to his clients shows through the first time you meet him. He took his time to review our situation and come up with a strategy that would insure we have enough money to retire comfortably and not just to scrape by. We never felt pressured or pushed into using his service. After reviewing our financial situation, Sean presented us with his recommendation and options that were specific to our financial needs. He is not a one size fits all situations advisor. Sean’s knowledge and expertise is apparent as is his commitment to his clients. We are excited to have an amazing plan for our future!! THANK YOU to Sean and Shoreline Financial.

J and C Bell

5/5

We have been clients with Sean of Shoreline Financial Services for 10 years. It has been a great experience and relationship! Sean has been such a great help in organizing our investments and creating a great plan for our retirement. We feel very safe and confident with his suggestions and knowledge. He is always available to answer any questions and concerns. Thanks!!

Debbie Brassel

5/5

Sean is fantastic to work with. He takes all the time you need to understand. In my situation, Sean wanted to take sometime and do some research to find out what would be the best fit for me, which I really appreciated. We made another appointment and at the second appointment Sean explained everything to me in detail (what my cost would be and etc) and why he thought it would be the best fit for me. Sean really CARES about his clients and you can feel how much he cares just by talking with him. Sean really is a joy to work with and I'm looking so forward to working with him. I thank God I found him.

Lynn Gaglione

5/5

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.

RoseAnn Linsmeyer

5/5

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!

Marvin Richards

5/5

Have been using Sean for about 10 years now. Never pushy and takes time to find the best products for my family. I must admit I did meet with another agent after hearing radio adds about some extreme guaranteed rates. However, Sean was able to beat those returns and I would say he is a true fiduciary.

Victoria Gindick

5/5

Sean Humeston is a no-pressure, straight-talking financial adviser. My husband and I have worked with Sean for several years, and have referred friends who also now work with Sean. Shoreline's caring service, valuable information and product options enable us to have the kind of investments that suit our lifestyle with peace of mind.

James Carol White

5/5

Sean and his associates are very pleasant and personable. They are experts in assessing our financial picture and goals and then matching those goals to the product(s) that will best serve our financial needs. We find that Shoreline is a place where we can confidently place our trust.