Shore Financial Planning, LLC Beach Rd, Monmouth Beach

Shore Financial Planning, LLC Reviews

• M

  Mary Rice
  5

  Joe is so friendly and easy to talk to. He explains everything in terms easy to understand. He makes what could be a stressful process fun and enjoyable. My husband and I are so grateful that he helped us realize that retirement can happen now rather than three years from now. We know our finances are in good hands and have already seen financial growth in the short time we have used Shore Financial. I would definitely recommend this business to everyone.

• K

  Kevin Flaherty
  5

  Shore Financial Planning has gone above and beyond to help my family with our short and long term financial goals. Their help with our daughter's college planning has really put us at ease with the entire college financial process. I would highly recommend all parents to schedule an appointment with Joe to set their goals for their children's college funding and planning. In addition, I would recommend working with Joe on your overall financial health and retirement planning. He is an expert at helping you make the right financial decisions for your family and your future. Shore Financial Planning is extremely honest and works for you, no gimmicks.

  Response from the owner

  Thank you Kevin! We strive to work in your best interest and provide value in excess of our fee. Happy to see you love working with us!

• J

  Jack Hunger
  5

  Shore Financial Planning was an excellent resource in helping me plan short-term and long-term financial goals. Joe went out of his way to make himself available to meet with me during the busy tax season, and didn't charge me for his time, advice, or follow-up content. The service was fantastic and I felt very welcome. I would absolutely recommend paying Shore Financial Planning a visit.

  Response from the owner

  Thank you Jack! I look forward to seeing your financial growth help you and your family

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  Greg Marzouka
  5

  We are very pleased with the services we've received from Joe Vecchio and Shore Financial Planning to handle our family's finances. It's great to have a single, fee-only planner and CPA like Joe who can advise on all spectrums of our financial profile, and who is always acting in our best interest. Joe has helped us with everything from taxes, to our investment strategy and portfolio, to estate planning and life insurance. He is a true professional, always makes himself available, and an overall pleasure to work with. I highly recommend Shore Financial for anyone seeking a financial planner.

  Response from the owner

  Greg, Thank you for the kind words! Its been a pleasure working with you and your family. I look forward to continuing our relationship for the long term.

• D

  Dennis Kirk
  5

  Joe Vecchio at Shore Financial Planning has helped my wife and me simplify our finances and provided us with much needed peace of mind around our investments and college planning. Joe reviewed all of our finances from taxes to investments and has helped us save money on taxes and put a plan in place to send our children to college while still saving for retirement. We are very happy to be working with someone we trust.

  Response from the owner

  Dennis, I am very happy to be working with you! Glad to see you love the customized plan.

• K

  Kara Fisher
  5

  Joe at Shore Financial Planning has helped me sleep better at night knowing that he is looking out for me. He has helped me save money in taxes, and save on expenses inside of my 401k I never knew I was paying. I would strongly recommend his services to anyone looking for a fiduciary financial advisor. Working with someone who is not trying to sell me anything is priceless!

  Response from the owner

  Kara, Thank you for your kind response and im honored to have been able to make such an impact in your life. I look forward to continuing to keep you less worried about money so you could enjoy the simpler things in life.

• j

  janine berube
  5

  Shore Financial found mistakes on our tax return that our accountant missed which saved us over $16,000. Joe also reviewed our investments and showed us how we were paying over $5,000 a year in hidden fees on our 401k accounts. The advice that we have received not only saved us money it has given us peace of mind that we are on track to achieve our goals of travelling, retiring and sending our children to college. Joe is a very honest and nice person to work with. I appreciate all he has done for our family.

  Response from the owner

  I am extremely happy Shore was able to make such a significant impact for your family, Janine!

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  Nicole Morgan
  5

  Shore Financial Planning did a complimentary investment analysis of my retirement funds that were with someone that we thought was a friend. He showed me how we were paying over $14,000 a year in hidden costs and fees. In addition he provided us with valuable tax saving advice, helped us create our estate plans, saved us money on our insurance coverage, and most of all helped us sleep better at night. The peace of mind in knowing that all our financial matters are being coordinated with a fiduciary advisor is priceless.

  Response from the owner

  Nicole, I appreciate your review and I'm excited we were able to have such a large impact on your savings! This is what we are here for.

• L

  Luke
  5

  Shore Financial Planning has helped my family with our taxes and investments. Their planning process is educational and fun, and has helped me sleep better at night knowing that we are on the right track. Joe Vecchio is an honest and very nice guy that I am happy to be working with.

  Response from the owner

  Luke, I appreciate the kind review! Very happy I am able to work with you and your family!

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  Giovanna Vernuccio
  5

  I have worked with many financial advisors from very popular financial institutions. These banks and firms have cost me thousands of dollars in fees and commissions. However, I have never gotten the level of expertise, advice or care that I have gotten from Joe Vecchio at Shore Financial. He goes above and beyond each and every time I speak to him. He follows up when and how he promises to do so. He answers my questions patiently and makes sure I understand everything. Unfortunately, this is not the norm in the Financial Industry. Shore Financial has restored hope in my view of this industry.