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Shoreline Wealth Management
- Investment Service
- Manchester, NJ
About this business
Location details
Manchester Office 2915 Ridgeway Road, Suite B, Manchester, NJ, 08759, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| 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 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
We’ve been working with John Steven’s for the past 5 years. He is easy to talk to explains everything and continues to outperform our expectations! He has given us excellent advice and has become a trusted financial adviser . If you are looking to increase your wealth he is the one you want to work with!!
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!
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.
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
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 on Monday at 8:00 a.m.