Shore Financial Planning, LLC 29 Beach Road, Monmouth Beach, NJ 07750
About the Business
Shore Financial Planning, LLC is a finance institution located at 29 Beach Road in Monmouth Beach, New Jersey, United States. Our team of experienced financial advisors provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Location & Phone number
29 Beach Rd #206, Monmouth Beach, NJ 07750, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - ?
Thursday:
12:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My free consultation with Joe was filled with information and advice that was straightforward, reliable, and best of all- honest. His advice sometime went against his own interests to benefit mine. A rare find, I look forward to working with him."
"Joe is so friendly and easy to talk to. He explains everything in terms easy to understand. He makes what could be a stressful process fun and enjoyable. My husband and I are so grateful that he helped us realize that retirement can happen now rather than three years from now. We know our finances are in good hands and have already seen financial growth in the short time we have used Shore Financial. I would definitely recommend this business to everyone."
"Shore Financial Planning was an excellent resource in helping me plan short-term and long-term financial goals. Joe went out of his way to make himself available to meet with me during the busy tax season, and didn't charge me for his time, advice, or follow-up content. The service was fantastic and I felt very welcome. I would absolutely recommend paying Shore Financial Planning a visit."
"We are very pleased with the services we've received from Joe Vecchio and Shore Financial Planning to handle our family's finances. It's great to have a single, fee-only planner and CPA like Joe who can advise on all spectrums of our financial profile, and who is always acting in our best interest. Joe has helped us with everything from taxes, to our investment strategy and portfolio, to estate planning and life insurance. He is a true professional, always makes himself available, and an overall pleasure to work with. I highly recommend Shore Financial for anyone seeking a financial planner."
"Shore Financial Planning has gone above and beyond to help my family with our short and long term financial goals. Their help with our daughter's college planning has really put us at ease with the entire college financial process. I would highly recommend all parents to schedule an appointment with Joe to set their goals for their children's college funding and planning. In addition, I would recommend working with Joe on your overall financial health and retirement planning. He is an expert at helping you make the right financial decisions for your family and your future. Shore Financial Planning is extremely honest and works for you, no gimmicks."
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