Shore Financial Planning

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Shore Financial Planning
Your Financial Bodyguard Against Threats, Debts & the IRS
29 Beach Rd Ste 206 | Monmouth Beach, 07750

More information about Shore Financial Planning

Shore Financial Planning, LLC (SFP), was established in 2018. SFP is solely owned and operated by Joseph Vecchio, CPA, CFP®, MBA.
SFP is a tax-focused, fee-only comprehensive financial planning firm that specializes in providing personalized, confidential financial planning and tax preparation services to individuals. SFP serves as a fiduciary, providing clients with the means to identify their personal financial objectives and find solutions to their financial problem areas by designing and simplifying their cash flow, performing tax planning and individual tax preparation, advising on financial risk and investment allocations, and providing retirement planning and insurance planning. All services are tailored to the client’s unique objectives. SFP does not sell insurance or investment products, nor does it accept commissions as a result of any product recommendations.

Shore Financial Planning Monmouth Beach address and phone

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Last update: 2019-12-10 20:55:17

Shore Financial Planning additional information

  • Year established: 2018
  • Specialties: tax preparation, tax planning, investments, retirement planning, education planning, estate planning, insurance analysis, goal setting
  • Services: fee-only tax focused comprehensive financial planning
  • Associations: NAPFA, XYPlanningNetwork, AllianceOfComprehensivePlanners
  • Languages: English

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Schedules


  • Monday: 7:00 am 7:00 pm
  • Tuesday: 7:00 am 7:00 pm
  • Wednesday: 7:00 am 7:00 pm
  • Thursday: 7:00 am 7:00 pm
  • Friday: 7:00 am 7:00 pm
  • Saturday: 7:00 am 7:00 pm
  • Sunday: Closed

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Shore Financial Planning
Your Financial Bodyguard Against Threats, Debts & the IRS
29 Beach Rd Ste 206 | Monmouth Beach, 07750
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