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Shoreline Wealth ManagementFinancial advisor in Waterford, CT

Shoreline Wealth Management is a financial advisor at 99 Rope Ferry Rd, Waterford, CT 06385, ranked #14 of 39 financial advisors in Waterford and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waterford, CTUpdated 0 paid placements in any rankingHow we rank

Call (860) 442-2398

Key facts

Key facts about Shoreline Wealth Management
Address99 Rope Ferry Rd, Waterford, CT 06385Get directions
Phone(860) 442-2398
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Waterford and 7 towns within 25 miles: New London, Ledyard, Montville Center, Old Saybrook, Norwich, Madison and Windham.

Based in Waterford, CTView on map

Opening hours

Opening hours for Shoreline Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Shoreline Wealth Management

How is Shoreline Wealth Management ranked in Waterford?

Shoreline Wealth Management is ranked #14 of 39 financial advisors in Waterford by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Shoreline Wealth Management’s hours?

Shoreline Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Shoreline Wealth Management serve?

Serves Waterford and 7 towns within 25 miles: New London, Ledyard, Montville Center, Old Saybrook, Norwich, Madison and Windham. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Shoreline Wealth Management?

Shoreline Wealth Management has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Shoreline Wealth Management?

Call Shoreline Wealth Management on (860) 442-2398. The business is at 99 Rope Ferry Rd, Waterford, CT 06385. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Shoreline Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Shoreline Wealth Management (this business)—635.0 (3)NoNo
Compass Rose Strategic Partners LLC#12634.0 (4)NoNo1.9 mi
Sound Financial Partners#13635.0 (11)NoNo16.3 mi
Bank of America (with Drive-thru ATM)#15633.4 (32)NoNo16.9 mi

See all 39 ranked financial advisors in Waterford