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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
5.025 reviews
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Greg Yetter's profile image
Greg Yetter 
2 months ago

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! 

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Stephen Hall 
4 days ago

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 

Susan Gallagher's profile image
Susan Gallagher 
a month ago

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. 

Geraldine Callaghan's profile image
Geraldine Callaghan 
3 months ago

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 

Barbara Poley's profile image
Barbara Poley 
5 months 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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Frequently asked questions about Shoreline Wealth Management

How is Shoreline Wealth Management rated?

Shoreline Wealth Management has a 5 star rating with 25 reviews. 

When is Shoreline Wealth Management open?

Shoreline Wealth Management is closed now. It will open at 8:00 a.m.