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Shoreline Wealth Management is dedicated to ensuring our clients understand the why and the how of their financial plans. Through more than 35 years of collective experience, we educate our clients on a wide range of financial and investment topics, making sure that we build an actionable and measurable plan focused on one thing—improving your return on life. Whether you are a savvy investor or need education, our team takes the time to educate you where needed or complement what you are already doing to help pursue your goa... read more
Manchester Office 2915 Ridgeway Road, Suite B, Manchester, NJ, 08759, United States
Get directionsWeekday | Schedule | Status |
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Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I had a great experience with Shoreline. The team was professional, friendly, and took the time to understand my financial goals. John and Brittany provided personalized advice and crafted a plan tailored to my needs. They communicate in an easy to understand way and gave me confidence throughout the process. Highly recommend Shoreline for anyone looking for financial guidance!
The first time I went, John made it very easy and took care of getting my investments transferred over. I expect nothing but the same experience going forward. I know John will take good care of my investments and I look forward to meeting with him in the future
I am involved with Shoreline in Manahawkin. John Stephens is my agent. I have known him for years. I believe I made the best choice when I followed Mr Stephens from his earlier employment. He always makes my wellbeing a priority. He is always readily available to answer questions. He is well aware of my needs financially. He doesn’t make things a mystery and explains everything very clearly. I feel secure and know I will listen to him if any changes need to be made.
Shoreline WM has managed my account for a long time. Their professional guidance , patience and understanding makes me feel secure and I fully trust their judgement. Thank you John Stephens and Brittany Forte for always being there to help me. Gerry Callaghan
My husband and I placed our faith in John years ago. Through his efforts our retirement has grown steadily. We're grateful to John and the staff at Shoreline for helping us build a nest egg for our future!
Shoreline Wealth Management has a 5 star rating with 25 reviews.
Shoreline Wealth Management is closed now. It will open at 8:00 a.m.