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 a Variety of Services.

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

Personalized solutions, rapid responses to all of your investing needs, and transparent commission structures.

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
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