Sierra Shore Financial is a Registered Investment Advisor firm based in Pismo Beach, CA. With over 25 years of experience in the insurance and financial services industry, Mr. Edward Hollett, the owner and Investment Advisor Representative, specializes in individual financial planning and employee benefit programs for small to medium-sized businesses. The firm offers a wide range of services including retirement plans, investments, employee benefits, family protection, business planning, and banking services. Their philosophy is centered around helping families prepare for life's challenges and joys through risk management tools and financial planning, with a focus on building trust and mutual respect in their partnerships with clients.
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