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Safe Harbor Wealth Management, Inc.
- Investment Service
- Toms River, NJ
About this business
Dream Retirement Your vision of how you would like to spend your life after a career of achievement. Plan Retirement Your vision on paper along with a step by step process that gets you to your Dream Retirement. Live Retirement Living out your vision and the culmination of your plans with Financial Confidence.
Location details
672 Commons Way, Toms River, NJ, 08755, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:30 a.m. to 4:30 p.m. | |
| Tue | 9:30 a.m. to 4:30 p.m. | |
| Wed | 9:30 a.m. to 4:30 p.m. | |
| Thu | 9:30 a.m. to 4:30 p.m. | |
| Fri | 9:00 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I came to Chad White at Safe Harbor Wealth because he was recommended by Dave Ramsey’s Smart Vestor Pros. I was so happy that I took the Ramsey recommendation because Chad is exactly what I needed! He took his time with me. He helped me with a retirement plan and completely put me at ease. I no longer have fears about my financial security in retirement. I have plans! Hank you Chad!
While searching for a financial advisor who would use the same principles as Dave Ramsey’s Financial Peace University, we found Chad in Safe Harbor Wealth Management, Inc. With his experience and knowledge, Chad was able to help us understand the many complexities, laws, and benefits we had to help us achieve our financial goals. For over 5 years, Chad helped us make wise financial decisions, and our accounts have almost doubled. It’s like having a “Brother” in the business! Thanks Chad!
Chad helped me with great advice for retirement by looking at Social Security, Investments and Taxes and helped put together a complete plan that was very simple to understand. I have referred my friends who also became his clients.
Chad White is amazing! He gave me the tools to plan for retirement and patiently made sure I understood what I needed to do. I can't wait to go back and work with him more in the future.
Chad White is a Fiduciary and does great work. He is excellent at Tax planning and goes the extra mile every time. Highly recommend!
Frequently asked questions about Safe Harbor Wealth Management, Inc.
How is Safe Harbor Wealth Management, Inc. rated?
Safe Harbor Wealth Management, Inc. has a 4.7 star rating with 6 reviews.
When is Safe Harbor Wealth Management, Inc. open?
Safe Harbor Wealth Management, Inc. is closed now. It will open on Monday at 9:30 a.m.