Shoreline Wealth and Investment Mangement  


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Homeowners Insurance


Homeowners Insurance offers protection for your dwelling, as well as your personal possessions and personal liability.

Types of Homeowners Insurance

Single Unit Homes
Condominium/Unitowners
Manufactured Homes
Farm/Ranch
Renters
Home Inventory
Questions EVERY Diversified Investment Advisors should ask you...
SWIMLLC vs. Warren Buffet... who performs better?
Shoreline's Competitive Edge
Whatever your need, a home and it's contents are typically the single largest components of a family's net worth and need protection. There are many plans and competitive rates Shoreline Wealth and Investment Management can assist you in obtaining.

For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.

This page (formatted for versions 4.0 and higher of Netscape or MSIE) is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to see a specific wealth management topic in the left margin of each page.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - 214 Calle Palo Colorado, CA, 93105 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - Member FINRA and SIPC.

The information contained in this web site is neither an offer nor solicitation of any security or service.

 
 

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- California Society of CPA’s

  Shoreline Wealth and Investment Management Phone: 800.329.4820 - Fax: 805.456.3806 - E-Mail: cmbloom@swimllc.com