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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 |
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 👍
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.
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 has done a great job in organizing our finances.
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 tomorrow at 9:30 a.m.