Shoreline Financial Services
609 South Gilbert Road, Gilbert, AZ 85296
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
609 S Gilbert Rd, Gilbert, AZ 85296, United States
About the Business
Shoreline Financial Services is a reputable accounting and finance institution located at 609 South Gilbert Road in Gilbert, Arizona, United States. With a team of experienced professionals, Shoreline Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for personal financial assistance or a business in need of expert accounting services, Shoreline Financial Services is dedicated to providing top-notch solutions tailored to meet your specific needs. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Reviews
"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."
"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."
"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!!"
"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."
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