
Shore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.
Dexter Parker
Checklist to ask financial advisors helpful information thanks
Amelie Primrose
Thanks for sharing it with us! I like how you emphasize what are the questions we should ask a financial advisor. Finding the right financial planner Newcastle helps us to understand our financial health and how to manage our money wisely.