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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 highly recommend Chad White at Safe Harbor Wealth Management. He is incredibly knowledgeable, responsive, and, above all, trustworthy. Chad has been an invaluable asset to my entire family, providing expert guidance for everyone from my twin daughters in college to my mother. It is rare to find someone who can navigate such a wide range of financial needs with such care and professionalism. If you are looking for someone you can truly rely on for your family's financial future, Chad is the person to see!
We have had a wonderful experience dealing with Chad and the Safe Harbor Wealth Management team! They are experienced in tax planning, as well as investing assistance. We feel so much better now that we have his help to manage and guide us in retirement. They are caring and patient and backed by the best current software to perform multiple analyses from which to base decisions. The team is also very thoughtful and kind and have become good friends in the time we’ve known them! I highly recommend Chad White and his team!!
My husband and I recently met with Chad White at Safe Harbor Wealth Management, and we’re very glad we did. Chad took the time to really understand our situation and walked us through several clear, practical strategies to improve our long-term financial and tax planning. He explained our options in a way that was easy to follow, without ever making us feel rushed or overwhelmed. We left the meeting feeling informed, confident in our next steps, and grateful for his expertise and thoughtful tax planning advice. We highly rec... read more
Chad and his team at Safe Harbor Wealth Management has been helping our Construction Company with our investments for over 10 years. He has been accessible and helped our growing company grow our retirement savings. We started with a Simple IRA and seamlessly moved into a 401k. Our team ranges from seasoned professionals to young adults just getting into the workforce. Chad's knowledge has helped everyone make the most of their investments no matter where they're at in their careers. If you have a small business and don't k... read more
Meeting Chad is by far the best thing that we have ever done for our financial future. He has far exceeded our expectations and has set us up with a plan for retirement that we are truly excited about. I am not sure you will meet a nicer, more qualified, or more experienced financial advisor. Thank you, Chad!!!!
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.