Shore Point Advisors
About the Business
Shore Point Advisors is a finance institution located in Brielle, New Jersey, along the Jersey Shore near the Point Pleasant Bridge. As an independent Registered Investment Advisor, we work with clients to provide clear recommendations and guidance throughout the investment process. Our team partners with Charles Schwab for asset protection and offers educational programs to help clients understand their portfolios. Founder Jason Lamb emphasizes globally diversified portfolios and long-term investment strategies. We adhere to academic principles such as the Efficient Market Hypothesis and Modern Portfolio Theory to create disciplined and diversified investment approaches. Shore Point Advisors believes in the power of market efficiency and focuses on capturing market returns through structured funds and prudent diversification. We are committed to putting our clients' best interests first as fiduciaries and offer ongoing coaching and support to help clients reach their financial goals. Visit us at 402 Higgins Avenue, Brielle, NJ 08730, and learn more about our services and investment philosophy.
Photos
Location & Phone number
402 Higgins Ave, Brielle, NJ 08730, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Shore Point Advisors are very professional and knowledgeable. If you are looking for a financial planner who truly cares, this is your place."
"Shore Point Advisors is the most knowledgeable, well respected financial planning firm who has helped me in all aspects of money management. As a client you are always treated as top priority no matter what the question may be. I would highly recommend this firm for all your financial needs!!."
"Shore Point Advisors - extremely diligent , professional and responsible wealth management advisors."
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