A complete list of active advisors currently associated with Jersey Shore Financial Advisors LLC
Warmer can help you find a great advisor at Jersey Shore Financial Advisors LLC or one who fits your needs even better.
Jersey Shore Financial Advisors LLC is a fee-only registered investment adviser that provides comprehensive financial planning and discretionary portfolio management primarily for individual clients, including widows/widowers, professionals, and executives, as well as Individual Retirement Accounts. Services described in the brochure include cash flow and tax planning, insurance and estate planning, retirement and education planning, and investment supervision using model portfolios. The firm maps clients to one of six Risk/Return Profiles and implements strategic asset allocation through proprietary model portfolios, with periodic rebalancing and ongoing account reviews; discretionary authority is typically granted via limited power of attorney. It bills flat “Financial Life Planning” engagements that use net worth as a proxy for complexity and also offers investment-only management under prior percent-of-assets schedules. Compared with many solo independent advisers, the brochure highlights several less-common offerings: pension consulting and relationships with pension/profit-sharing plans, work for charitable organizations, delivery of educational seminars/workshops, and periodic written materials. The firm also emphasizes specialist credentials and training relevant to retirement, divorce, and Social Security planning (e.g., CRPC, CDFA, RSSA) and notes involvement in professional associations and a regional educational foundation.
To learn more about the advisors currently working at Jersey Shore Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Red Bank, NJ
| 19
|
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