5 /5 Jamie Ridge: 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.
5 /5 Claire Akin: 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!
Christine Miller I was referred to Dan right before my first child was born. I had never thought about life insurance until then. After our first meeting, Dan presented me with a free financial analysis of what my family would need in the future. And he presented me with several options to meet that need should an emergency arise. He was kind, patient and informative. He took every call from me and called for every birthday of my children. Dan has seen me through hardships and the polices he put into place so many years ago have helped me tremendously. I would encourage anyone to give Dan a call and work with a professional who truly cares about his clients.
Jack Forsythe The employees make First Federal a great experience. A person always answers the phone and they also have a good online platform. I enjoy working with them - Prompt, straightforward and personable. Special shoutout to Tammy in the Shelbyville branch!