• (732) 876-3777
  • info@shorepointadvisors.com
  • 402 Higgins Avenue, Brielle, NJ
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Shore Point Advisors | Brielle, New Jersey
CLIENT PORTAL
Shore Point Advisors
Shore Point Advisors Brielle NJ

Shore Point Advisors is an independent registered investment advisor, meaning we are not affiliated with a broker-dealer. As a fiduciary, we have a legal obligation to put the client’s best interests first, including before our own compensation.

Shore Point Advisors

Office Location

402 Higgins Avenue
Brielle, NJ 08730

Phone: (732) 876-3777
Fax: (732) 292-1900
Email: info@shorepointadvisors.com

Hours

Days Open: Monday through Friday
Hours Open: 9:00 a.m. to 5:00 p.m.

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OUR SERVICES OFFERED

  • Money Guide Pro including full balance sheet review
  • Financial goal planning
  • Social Security maximization strategies
  • Protection Assessment including life and property/casualty insurance
  • Estate planning evaluation
  • Collaboration with CPA’s and attorneys
  • Education funding strategies
  • Beneficiary review on investment accounts and life insurance
  • Calculation to establish emergency reserves
  • Portfolio analysis of outside held accounts
  • Annual employer 401k/403b/457b review and education
  • Customized model portfolios
  • Tax loss harvesting (when considered advantageous)
  • Roth IRA conversions (when considered advantageous)

OUR ONGOING SERVICES

  • Quarterly review meeting (10-15 minute telephone or virtual meeting)
  • Annual financial planning review meeting (approximately 1 hour)
  • Investment consultation as needed
  • Portfolio monitoring if held at Shore Point Advisors
  • Online client portal and mobile app
  • Client vault for important document storage
  • Quarterly market reports
  • Bi-weekly email newsletter

VIEW OUR FINANCIAL GPS

A strong investing foundation is the key to navigating your way through times of market volatility. We encourage you to read through our Financial GPS as a reminder of our core philosophies at Shore Point Advisors.

Within the latest edition of our Financial GPS, learn more about topics such as Important Questions to Ask Your Financial Advisor, Key Principals to Improve Your Odds of Financial Success and Key Fundamentals for Investors.

Have a question for us? Send us a note by submitting the form below.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. This is not an offer to buy or sell a security.

Shore Point Advisors is an investment adviser located in Brielle, New Jersey. Shore Point Advisors is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Shore Point Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration. Insurance products and services are offered through JCL Financial, LLC (“JCL”). Shore Point Advisors and JCL are affiliated entities.