Advisory Services

At Jersey Shore Portfolio Management, we offer our investors:

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

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

At Jersey Shore Portfolio Management, we offer a range of Diversified Portfolio Management Services

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

To make an appointment, gather more information, or for a full understanding of the portfolio review process please call us at (866) 727-1532 or send us a message below.