Shore Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

3609 N Vermilion St Ste C, Danville, Ill...

Phone Number

(217) 709-0001

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
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About Shore Wealth Management

Shore Wealth Management is a financial services institution based in Danville, IL, dedicated to helping clients achieve their financial goals. They offer a comprehensive range of services including financial planning, asset management, retirement strategies, tax and estate planning, and 401(k) advice. The firm focuses on providing personalized financial organization to ensure clients have a clear understanding of their financial status and objectives. Their intended clients include individuals seeking guidance in managing their investments and planning for retirement.Explore more
Shore Wealth Management's Social MediaPopular SearchesShore Wealth ManagementShore Wealth Accounting & Tax Services LLCSIC Code 62,628NAICS Code 52,523Show more

Shore Wealth Management Org Chart

PhoneEmail
DN
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Manager, Operations

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LS
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Office Manager

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CF
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shore Wealth Management

<$5M
1-10
Private
-
2004
DN
Daylan NavarroManager, Operations
$5.4M
1-10
Private
-
-
SS
Scott StevensPresident & Financial Planner
<$5M
1-10
Private
-
1994
CV
Chase VoldaseDirector, Operations
<$5M
1-10
Private
-
2008
AD
Andrea DukeFinancial Advisor
<$5M
1-10
Private
-
2014
AJ
Anne JacobsDirector, Client Relations
<$5M
1-10
Private
-
2010
DF
David FowlerWealth Advisor & Chief Financial Officer, Cpfa, Mrfc
<$5M
1-10
Private
-
-
LP
Lauran ParsonManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shore Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shore Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shore Wealth Management.

Shore Wealth Management Tech Stack

A closer look at the technologies used by Shore Wealth Management

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Frequently Asked Questions Regarding Shore Wealth Management

What is Shore Wealth Management's official website?
Shore Wealth Management's official website is www.shorewm.com
What is Shore Wealth Management's Revenue?
Shore Wealth Management's revenue is <$5 Million
What is Shore Wealth Management's SIC code?
Shore Wealth Management's SIC: 62,628
What is Shore Wealth Management's NAICS code?
Shore Wealth Management's NAICS: 52,523
How many employees does Shore Wealth Management have?
Shore Wealth Management has 1-10 employees
What industry does Shore Wealth Management belong to?
Shore Wealth Management is in the industry of: Finance, Securities Trading
What is Shore Wealth Management competition?
Shore Wealth Management top competitors include: Allied Financial Advisors, Alliance Financial Partners, CLH Wealth Management, Linea Private Wealth Management
What technology does Shore Wealth Management use?
Some of the popular technologies that Shore Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Vimeo, Google Tag Manager
How do I contact Shore Wealth Management?
Shore Wealth Management contact info: Phone number: (217) 709-0001 Website: www.shorewm.com
What does Shore Wealth Management do?

Shore Wealth Management is a financial services institution based in Danville, IL, dedicated to helping clients achieve their financial goals. They offer a comprehensive range of services including financial planning, asset management, retirement strategies, tax and estate planning, and 401(k) advice. The firm focuses on providing personalized fina... ncial organization to ensure clients have a clear understanding of their financial status and objectives. Their intended clients include individuals seeking guidance in managing their investments and planning for retirement.Read More

What are Shore Wealth Management social media links?
Shore Wealth Management Linkedin page Shore Wealth Management Facebook page
Is Shore Wealth Management a public company?
Shore Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Shore Wealth Management

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