Financial Advisors
Eagle, ID
Shoreline Financial Services is a comprehensive financial advisory firm in Eagle, Idaho specializing in retirement planning, annuities, and wealth management. They offer a full range of services including fixed and indexed annuities, life insurance, trusts, tax preparation, mortgages, and investment consulting. Their holistic approach combines in-house financial planners with specialized teams of tax advisors, trust attorneys, and mortgage specialists to help clients develop comprehensive financial strategies focused on retirement security and legacy protection.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement planning, individuals interested in annuities and income protection, families wanting to establish trusts and legacy planning
Service area: Eagle, Idaho and surrounding areas
Specialized Retirement Focus: They specialize in retirement planning with particular expertise in fixed and indexed annuities, conservative investments, and strategies to maximize retirement security.
Multidisciplinary Team Approach: They combine in-house financial planners with specialized tax advisors, trust attorneys, and mortgage specialists to develop comprehensive, integrated financial strategies rather than isolated solutions.
Conservative Investment Philosophy: They emphasize investment-grade life insurance and conservative annuity products designed to balance growth with risk management and income protection.
Address: 776 E Riverside Dr #205, Eagle, ID 83616
Phone: (877) 322-0407
Website: sfsinvestments.com
Looking for more options?
See more Financial Advisors in Eagle →