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Safe Harbor Wealth Management, Inc.
- Investment Service
- Toms River, NJ
About this business
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've worked with Chad and his team now for almost 8 years on a professional level (I'm not a client). As a financial coach, I need trusted financial advisors to send my clients to when they are ready to start investing and for taxes. Chad and his team have been nothing but professional, knowledgeable, and honest. Chad truly has the heart of a teacher and implements the same investment strategies and financial principles in his own life. He's exceptionally skilled at helping clients save on taxes in retirement and guides them... read more
My husband & I have been working with Chad White for over 20 years. We have been very happy. He has monitored and guided us through all these years to maximize the return on our investments and make wise decisions. As we are getting closer to retirement, he’s outlined a plan and strategy that will really work well for us. If you want a seasoned Professional, who works with you closely to design a future for you, you can’t go wrong with Chad White.
Chad White has been managing my retirement account for years now. his proactive approach typically means my questions are answered before I ask him and he has a plan in place as I inch closer and closer to retirement with confidence.
Safe Harbor is very helpful and professional. Chad White provided detailed information to assist me with my specific circumstances. Likewise, Laura was very knowledgeable and helpful. I strongly suggest Safe Harbor to anyone requiring financial guidance. Joe S.
We've been working with Chad for a few years now. He has surely surpassed our previous advisor! Just a phone call away, with the best advice especially transitioning into my retirement! Laura in the front office, thank you also. Great personal customer care service 👍
Frequently asked questions about Safe Harbor Wealth Management, Inc.
How is Safe Harbor Wealth Management, Inc. rated?
Safe Harbor Wealth Management, Inc. has a 5 star rating with 5 reviews.
When is Safe Harbor Wealth Management, Inc. open?
Safe Harbor Wealth Management, Inc. is closed now. It will open at 9:00 a.m.