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Shoreline Wealth & Investment Management
Shoreline Wealth & Investment Management works with you to design an integrated plan that gives you complete control over your financial picture. We meet with you to develop objectives for the short and long term working with a team of experts in professional services: Income Tax Planning & Compliance, Investment Advisory, Estate & Trust, Risk Management & Insurance, Philanthropy, and Expense Management & Financial Reporting. And, if you have a need or preference to continue relationships with your existing advisors, these advisors are welcomed as part of the team to develop a plan that best meets your wealth needs.
 
North America USA California Santa Barbara
 
   
Address:   3905 State Street Suite 7173, Santa Barbara, CA, 93105 USA
     
 
Phone: +1 800 329 4820
Fax: +1 805 456 3806
     
     
   
     
  Web: http://www.swimllc.com/
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