Exencial Wealth Advisors of Connecticut

Exencial Wealth Advisors of Connecticut We enable clients to envision their financial futures and then help them to execute those plans.

Financial Planning and Retirement Planning

It’s never too early — or too late — to plan for tomorrow. We can help you to visualize the future that you have been dreaming about, with an interactive approach and advanced tools that are sophisticated yet easy to understand, so that you can plan for your tomorrow. Investment Advisory Services

An astute investor once noted, “Investing is simple, but

that does not make it easy.” Much of the time, successful investing requires buying when others are selling and spreading your investments rather than concentrating them on a few speculative ideas. Our philosophy, therefore, is governed by prudence and a value-oriented investment style. Small Business Retirement Plans

Self-employed individuals and small business owners now have a variety of retirement plan options available to them. With our help, setting up a retirement plan can be easy and can potentially provide significant tax advantages while saving for retirement. Wealth Preservation and Insurance

We use our one-on-one consultations with you to fully understand who you are, your current circumstances, and your future goals. With this knowledge, we are able to recommend other professionals and solutions that will help you to preserve your legacy in the event of unforeseen circumstances.

https://sfadvisors.com/a-year-not-easily-forgotten/
01/20/2021

https://sfadvisors.com/a-year-not-easily-forgotten/

2020 was a year that will not be easily forgotten. On one hand, the coronavirus was a dominant part of the news flow and it is still a very tragic and certainly not contained in the first part of 2021.

Wishing you a Happy and Prosperous New Year!In accordance with the NYSE and NASDAQ schedule. Shoreline Financial Advisor...
12/31/2020

Wishing you a Happy and Prosperous New Year!
In accordance with the NYSE and NASDAQ schedule. Shoreline Financial Advisors will be closed on Friday, January 1st in observance of the New Years Day holiday.

07/17/2020

Shoreline Financial Advisors has remained open and will continue to be here for your needs with the same high level of service. We have begun scheduling in person meetings for those that have been fully vaccinated. Otherwise, we are happy to schedule a virtual meeting via our secure video conferencing platform. Be assured, everyone in our office has been fully vaccinated. Please call our main line at 203-458-6800 to ask a question, arrange a phone call or set up a remote meeting. We can “share” computer screens to facilitate discussions.

There may be rare circumstances where you may need to drop off forms at our office (most can be done electronically, and we will walk you through every step). For everyone’s safety, we ask that you prearrange these drop offs.

We look forward to returning to normal operations in the near future. We thank you for your understanding and patience. Stay safe and we hope to see you soon.

Here are some tools and tips to help you defend against cyber criminals.
10/15/2019

Here are some tools and tips to help you defend against cyber criminals.

Multiple industries are seeing a rise in a new tactic of cybercriminal activity. SFA wants to help keep your info safe from technology fraud.

Address

246 Goose Lane, Ste 201
Guilford, CT
06437

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+12034586800

Website

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