Shore Wealth Management - Danville, Illinois

Shore Wealth Management

Located at 3607 N Vermilion St Suite 1, Danville, IL 61832, Shore Wealth Management is an independent, fiduciary financial advisory firm that puts their clients' best interests first. With a strong emphasis on transparency and client relationships, this Certified Financial Planning Professional firm has built a reputation for delivering exceptional financial planning services.

What sets Shore Wealth Management apart is their commitment to acting as fiduciaries for their clients. This means they only make money when their clients make money, aligning their interests with those of their clients. They take a comprehensive approach to financial planning, addressing not just investments, but also retirement planning, risk management, estate planning, and more.

The team at Shore Wealth Management is dedicated to helping their clients achieve their financial goals. They work closely with each client to understand their unique situation and develop personalized strategies to help them reach their desired outcomes. Whether you're looking to build wealth, plan for retirement, or protect your assets, Shore Wealth Management has the expertise and experience to guide you.

Specialties: Financial planner

Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible entrance, Appointments recommended

Opinions: This company has 2 reviews on Google My Business.

Average opinion: 5/5

One reviewer notes that Shore Wealth Management is a small family operation with a strong relationship with their clients. They are a fiduciary firm, meaning they only make money when their clients make money. Another reviewer highly recommends them, stating that they are independent, fiduciary financial advisors who put their clients' best interests first. They are also Certified Financial Planning Professionals, meeting the rigorous educational and ethical requirements to earn that designation.

If you're looking for a trusted financial advisor to help you navigate your financial future, Shore Wealth Management is an excellent choice. With their commitment to their clients' best interests, comprehensive approach to financial planning, and strong client relationships, they are well-equipped to help you achieve your financial goals.

Address: 3607 N Vermilion St Suite 1, Danville, IL 61832

Phone: 2177090001

Website: shorewm.com

👍 Reviews of Shore Wealth Management

Claire A.

5/5

Shore Wealth Management is a independent, fiduciary financial advisory firm, which means they put their clients' best interests first. They are also Certified Financial Planning Professionals, meeting the rigorous educational and ethics requirements to earn that designation. Highly recommended!

Jamie R.

5/5

If you need some sound financial planning give Shore Wealth Management a call. This is a small family operation with a strong relationship with their clients. They are a fiduciary firm, that means they only make money when you make money.