FINANCIAL ADVISORY SERVICES

Personalized Service & Quality Investment Advice

At Jersey Shore Portfolio Management We offer our Investors a Variety of Services

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!

Quick and Easy Account Setup
Online Account Access & Quality Investment Advice
Face to Face Consultations
Personalized Service
Long term Investments and Short Term Trades
Existing Account Analysis
Small Business Consulting
Insurance Solutions

For more questions about how we can help you plan your retirement, please fill out the contact form below.

    We understand the importance of retirement planning

    We offer Diversified Portfolio Management as well as Money and Retirement fund Management in addition to several services that will help you map your ideal financial future. 

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