BlueShore Financial.com

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Online Banking

Our Advisory Team

Connect to the expert advice you’re looking for.

Our experienced, accredited advisors can provide financial strategies and solutions for all your personal and business needs. Because your overall financial wellness requires a holistic approach, your financial advisor works with other investment, insurance, and business specialists to create a personalized plan to ensure you achieve your goals. This integrated, collaborative approach is unique in the industry. And helps us deliver the expert financial advice you’re looking for.

Financial Advisors

Financial Advisors

From budgeting and cash flow management to retirement savings planning, your financial advisor will keep your financial future on track and keep it there.

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Investment Advisors

Investment Advisors

Whether it’s managing funds for aggressive growth or building secure income-generating solutions, your investment advisor brings a wealth of expertise to your portfolio.

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Insurance Advisors

Insurance Advisors

Ensure your lifestyle and your legacy. A Wealth Protection Specialist can show you how insurance can be used to strategically build and preserve your wealth.

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Business Advisors

Business Advisors

Your business advisor is your financial partner – whether starting up or expanding your business, or considering your exit strategy through succession and retirement planning.

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Commercial Mortgage Advisors

Commercial Mortgage Advisors

Developing property? Thinking of owning your commercial space? Investing? Your commercial mortgage advisor will help build the right solution.

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Leasing Advisors

Leasing Advisors

Time for an equipment upgrade, but purchasing not in the business budget? Your leasing advisor can help.

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†Insurance services provided by BlueShore Wealth.