Shoreline Wealth Management

Linda R 

on Google

2 months ago

I highly recommend David Crossan. I have worked with David since 2011 when he was at a bank and for the last four years with his own company. His knowledge and expertise have been invaluable in assisting in managing my retirement goals. I trust his experience in investment planning and to be honest, professional and trustworthy in my financial planning. Plus he's a really nice person. Also, Brittany Forte, client relationship manager, is great. She's friendly, knowledgeable, and easy for customers to reach when you ne... read more

Greg Yetter 

on Google

a year 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! 

Susan Gallagher 

on Google

11 months 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. 

Stephen Hall 

on Google

10 months 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 

Bob B 

on Google

2 years 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.