SEASIDE
FINANCIAL & INSURANCE SERVICES
What We Do
Seaside Financial & Insurance Services provides comprehensive investment advisory, estate, and financial planning services to individuals, families, and businesses. Our approach is rooted in independent research and tailored strategies designed to align with each client’s unique objectives
Your goals are our goals.
We are committed to delivering exceptional service and building long-term relationships through thoughtful, personalized financial guidance.
About The Company
Founded in 1994 by Anne-Marie Maxe and acquired in 2016 by Shawn Orser, Seaside Financial & Insurance Services is an independent Registered Investment Adviser dedicated to providing personalized financial guidance.
With experience spanning investment advisory services, financial planning, portfolio management, and tax and estate strategies, we work closely with individuals, families, and businesses to build, protect, and preserve long-term wealth.
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Charles Schwab
The Charles Schwab Corporation is the firm that we use to custody our client assets. Charles Schwab and Seaside Financial & Insurance Services, Inc. are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of the Charles Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.