Shore Financial Planning, LLC

Tax Preparer
Monmouth Beach New Jersey 07750

732-704-8982 Click to dial

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Your Financial Bodyguard Against Threats, Debts & the IRS!

Contact Details

  • Business
  • Shore Financial Planning, LLC
  • Logo
  • Shore Financial Planning, LLC Company Logo by Shore Financial Planning, LLC in Monmouth Beach NJ
  • Year Established:
  • 1997
  • Online Social Profiles
  • Phone Number
  • 732-704-8982
  • Location
  • 29 Beach Rd
    Suite # 206
    Monmouth Beach, NJ 07750
    United States

Professional Background

  • Hours of Operation
  • appointment only
    call 732-704-8982 anytime to schedule
  • Fee Structure
  • Fee-Only
    No Product Sales---No Commissions
  • Credentials
  • CPA
    CFP
    MBA
  • Honors & Awards
  • Joseph graduated Magna Cum Laude, Omicron Delta Epsilon-The International Honor Society for Economics, and Beta Gamma Sigma-The International Business Honor Society honors. On the football field Joseph was a two year captain for the Muhlenberg College Football Team, as well as a two year All-American football player.

More About Shore Financial Planning, LLC

Joseph Vecchio is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) and has dedicated his professional life to the finance and accounting professions. 

Joe believes that people are being exploited by financial salespeople who are merely motivated by quotas, product sales and commission-based income! Shore Financial Planning was founded to provide peace of mind through conflict-free, value-added advice.

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