Financial Advisory Services

Personalized Service & Quality Investment Advice

Virtually every investor we speak with has concerns about their investment accounts. Whether you have underperforming stocks, questions about the performance of your mutual funds, concerns about an annuity product you may not understand, or problems with your current advising relationship, we can help!

At Jersey Shore Portfolio Management, we offer our investors:

  • Quick and Easy Account Setup
  • Online Account Access
  • Quality Investment Advice
  • Face to Face Consultations
  • Personalized Service
  • Long Term Investments
  • Short Term Trades
  • Small Business Consulting
  • Personalized Solutions
  • Rapid Responses
  • Transparent Commission Structures
  • Commission Discounts For Referrals
  • Exisisting Account Analysis
  • Insurance Solutions

Diversified Portfolio Management

Money and Retirement Fund Management

  • Individual and Joint Accounts
  • Individual Retirement
  • Accounts
  • 401K Rollovers
  • Corporate Investment
  • Accounts
  • Pensions and 401K Plans

For a full understanding of the portfolio review process click here (insert link)

To make an appointment or for more information, please send us a message below.