Okay, here’s a detailed description of Shoreview Retirement Group, formatted as requested, aiming for a formal and helpful tone:

Shoreview Retirement Group: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and financial consulting services specifically tailored to retirement needs, Shoreview Retirement Group presents a noteworthy option. Located in Branford, Connecticut, at 144 N Main St, 06405, this firm offers a dedicated approach to navigating the complexities of later life. Their contact number is 2034888384, and their website is raymondjames.com.

Key Features and Services:

Shoreview Retirement Group operates as part of Raymond James, a respected financial services firm. They specialize in assisting clients with a broad spectrum of retirement-related concerns, including:

Retirement Income Planning: Helping clients determine a sustainable income stream from their savings and investments.
Investment Management: Developing and managing investment portfolios designed to meet individual goals and risk tolerance.
Estate Planning: Working with clients to ensure their assets are distributed according to their wishes.
Social Security and Medicare Optimization: Providing guidance on maximizing benefits from these crucial programs.
Tax Planning: Strategies to minimize tax liabilities during retirement.

Wheelchair Accessible Entrance: Ensuring ease of access for all clients.
Wheelchair Accessible Parking Lot: Providing designated parking spaces.
Wheelchair Accessible Restroom: A fully accessible restroom is available on-site.
Restroom: Additional restroom facilities are available.

Opinions: Currently, Shoreview Retirement Group has no reviews listed on Google My Business, indicating a relatively new or sparsely reviewed operation. The average opinion is currently 0/5. This doesn’t necessarily reflect the quality of service, but rather a lack of publicly available feedback at this time.
Appointments Recommended: It is highly recommended to schedule an appointment to discuss your specific retirement planning needs.

Address: 144 N Main St, Branford, CT 06405
Phone: 2034888384
Website: raymondjames.com

Conclusion and Recommendation:

Shoreview Retirement Group appears to be a dedicated firm focused on providing personalized financial advice for retirees. While a lack of current reviews is a point to consider, their commitment to accessibility and affiliation with Raymond James suggests a solid foundation. Individuals seeking expert guidance in building a secure and fulfilling retirement should strongly consider reaching out. We recommend visiting their website at raymondjames.com/shoreview to schedule a consultation and discuss your individual circumstances. This proactive step will allow you to explore how Shoreview Retirement Group can assist you in achieving your long-term financial goals.