Bayshore Financial Advisors
Bayshore Financial Advisors
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    • Home
    • About Us
    • Products and Services
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  • Home
  • About Us
  • Products and Services
  • Links
  • Contact Us

 

Brokerage Services
Stocks, Bonds, Government Securities
CD’s, Money Market
Mutual Funds
REIT’s
Limited Partnerships


Insurance Products
Variable Annuities
Fixed Annuities
Variable Life Insurance

Retirement Planning


Investment Strategies
IRA
Roth IRA
SEP IRA
SIMPLE IRA
401(k) and 403(b)


Distribution Strategies
Rollovers
Transfers
Lump sum withdrawals
Periodic withdrawals 

Investment Advisory Services
We create customized asset allocation strategies for clients based upon their investment objectives and risk tolerance using:
Separate Account Money Managers
Mutual Funds, Exchange Traded Funds
Alternative Investments (REIT’s, Hedge Funds, Commodities) 


Broker Check 


LPL Financial Form CRS


Security and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AZ, FL, MS, NV, NJ, NY, PA, TX. Please note that not all of the investments and services mentioned are available in every state. 


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