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Seaside Advisory

Investments, Financial Planning,       Employee Benefits

Seaside Wealth Management
What We Do

Seaside Financial & Insurance Services provides investment advice, estate and financial planning services to individuals, families, and businesses, by creating customized financial solutions and conducting independent research for every client. 

Your goals are our goals. Providing outstanding service and results-driven financial strategies designed around your needs are at the core of our business.

About The Team

Founded in 1994 by Anne-Marie Maxe and purchased in 2016 by Shawn Orser; Seaside Financial & Insurance Services is an independent, Registered Investment Advisory firm. Our collective expertise in investment advice, financial planning, portfolio management, tax and estate planning strategies, and business operations allow us to help individuals, families, and businesses build and preserve 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.

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