Jonathan Shippee's Contact Details

Jonathan Shippee's Company Details

We are in business to assist our clients in the accumulation and preservation of wealth and are passionate about providing realistic solutions suitable to their needs.As your wealth increases, sophisticated advice & strategic guidance are needed to capitalize on opportunities to help preserve, grow, and transfer your wealth. Harbor Lights Financial Group, Inc. is a full service, solution-based financial planning firm conveniently located on Route 34 in the heart of Wall Township. We are committed to helping our clients improve their long-term financial success through customized strategies. The team at Harbor Lights Financial Group, Inc. will work with you along with your tax and legal advisors to develop an integrated plan that works toward meeting your objectives for the short and long term. We believe that the wealth management process should be customized to the client's needs and risk tolerance. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have questions about your current financial situation or wish to schedule an appointment, send us an e-mail or give us a call at (732) 528-4333.