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Shoreline Wealth Management

5.0
  • Investment Service
  • Manchester, NJ

About this business

FinanceFinancial ServicesInvestment Service

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

Location details

Manchester Office 2915 Ridgeway Road, Suite B, Manchester, NJ, 08759, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.019 reviews
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Barbara Poley's profile image
Barbara Poley 
a month ago

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! 

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Carol Dotts 
8 months ago

The shoreline wealth management team always places the needs of their clients first. John has been my advisor for many years now and he has always looked out for my best interests, made time for me and listens carefully to all my questions and needs. I was very blessed to have found such a trustworthy advisor that treats me like family! Thanks John! 

Jason Kohler's profile image
Jason Kohler 
a year ago

John and the Shoreline Wealth Management team have been superb and a very welcome change. I highly recommend this firm. Love the platform, frequent advice, access, availability and fast and attentive service. The wealth vision and financial planning tools are second to none. You'll be impressed. If your not satisfied with your current advisor relationship, Shoreline Wealth Management is the place to go! 

Joseph Benkovic's profile image
Joseph Benkovic 
a year ago

John and his team at Shoreline have been phenomenal. They’ve been a tremendous help with my retirement money and getting all of my finances in order. He explains things in simple terms so anyone can understand. So happy to be working with John and his firm. 

Bob B's profile image
a year ago

John and his team's process at Shoreline made me feel at ease with the way they handle financial planning. They took the time to explain and personalize options that fit my needs. They make you feel valued, which is why I would highly recommend Shoreline Wealth Management to anyone looking for a firm to manage their investments. 

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Frequently asked questions about Shoreline Wealth Management

How is Shoreline Wealth Management rated?

Shoreline Wealth Management has a 5 star rating with 19 reviews. 

When is Shoreline Wealth Management open?

Shoreline Wealth Management is open now. It will close at 5:00 p.m.