I met John Stephens when I first retired. He has been managing my funds ever since. I followed him from Wells Fargo without any hesitation. John has always explained finances so we could understand. We feel he treats us like family and recommend Shoreline highly."

~Nancy D.

This statement is a testimonial by a client of the financial professional as of 07/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

My husband and I placed our faith in John years ago. We're grateful to John and his staff at Shoreline for helping us build a nest egg for our future!

Barbara P.

This statement is a testimonial by a client of the financial professional as of 02/07/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

I started with John Stephens at a bank. He was great then. My only regret, I should have followed him sooner! He explains everything so I can understand it. He's very patient and personal. He is easy to get a hold of by email, text or phone. My previous person, who was from a different company, was very hard to get in contact with. John will always reply! 

Laurenne O.

This statement is a testimonial by a client of the financial professional as of 07/01/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

John Stephens and Brittany Forte are truly great to work with and professionals at what they do. I started doing business with John Stephens 10 years ago when he worked with a former company. He would always call to make sure everything was ok with me financially and he would always be patient and answer my millions of questions! There was no doubt that when he left his former employer to work in his own financial business that I would continue working with him. John is very professional at what he does, but there is also the compassionate, caring John, who is there to support you when life outside the office happens. Again, many KUDOS to John & Brittany for their financial wisdom, patience, concern, and support they have given me and continue to give me. Love you both!

Michele G.

This statement is a testimonial by a client of the financial professional as of 09/19/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

The Shoreline Wealth Management team always places the needs of their clients first. John has been my advisor for many years now and he has always looked out for my best interests, made time for me and listens carefully to all my questions and needs. I was very blessed to have found such a trustworthy advisor that treats me like family! Thanks John!

~Carol D.

This statement is a testimonial by a client of the financial professional as of 02/07/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

David Crossan and his team are a wealth of knowledge. They explain your options thoroughly in a way you can understand and that completely makes sense. They take the time to discuss your goals to ensure they put together the best possible plan for your future. I would highly recommend Shoreline to anyone looking to invest at any stage.

~Vickie B.

^{This statement is a testimonial by a client of the financial professional as of 02/09/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}