fbpx

Tag: Trusted Contact

December 22, 2020

By: Joseph Vecchio / 0 comment

Consider Adding a Trusted Contact to Your Accounts

When you open a new retail account or update your account information, your brokerage firm will request that you give them the name and contact information of a “trusted contact person.”  It is not mandatory that you do so — but there are a number of very important reasons to give your broker the name […]

Read more

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.