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TOP 30 Independent financial advisors in Point Pleasant, NJ
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Stonebridge Financial Services Group
Stonebridge Financial Services Group is a finance and insurance agency located at 1605 Bay Avenue in Point Pleasant, New Jersey. Our mission is to bridge the gap to your financial independence, offering a range of services to help you achieve your financial goals. On our website, you can find informative videos and useful calculators to assist you in making informed decisions about your finances. Securities are offered through Securities America, Inc., Member FINRA/SIPC, while advisory services are provided by Securities America Advisors, Inc. Tax and accounting services are offered by Brett W. Sabio, CPA. Please note that Stonebridge Financial Services Group and Securities America are separate entities.
Shore Point Advisors
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.
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