Shore Point Advisors
Shore Point Advisors - Jersey Shore Financial Advisor - Brielle New Jersey

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.

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.

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