Shore Financial Planning Revenue

Financial Services • Monmouth Beach, New Jersey, United States • 1-10 Employees

Shore Financial Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Shore Financial Planning

Joseph Vecchio

President/Founder

Company overview

Headquarters	15 Borden St, Monmouth Beach, New Jersey 07750, US
Phone number	+17327048982
Website	shorefp.com
NAICS	52
Keywords	Comprehensive Financial Planning, Tax Planning, Investment Planning, Insurance Planning, Retirement Planning, Goal Setting, Estate Planning, Tax Preparation, Portfolio Analysis, Cash Flow Analysis, Education Funding, Record Keeping, Fee-Only Financial Planning, Holisitic Financial Planning
Founded	2018
Employees	1-10
Socials

Shore Financial Planning Email Formats

Shore Financial Planning uses 1 email format. The most common is {first name} (e.g., john@shorefp.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@shorefp.com	100%

About Shore Financial Planning

Shore Financial Planning, LLC is a tax-focused, fee-only comprehensive financial planning firm that specializes in providing personalized, confidential financial planning and tax preparation services to individuals. SFP serves as a fiduciary, providing clients with the means to identify their personal financial objectives and find solutions to their financial problem areas by performing tax planning and individual tax preparation, advising on financial risk and investment allocations, providing retirement planning and insurance planning, and designing and simplifying their cash flow. All services are tailored to the client’s unique objectives. SFP does not sell insurance or investment products, nor does it accept commissions as a result of any product recommendations.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Shore Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Shore Financial Planning has never raised funding before.

Frequently asked questions

Shore Financial Planning is located in Monmouth Beach, New Jersey, US.

You can reach Shore Financial Planning at +17327048982.

Shore Financial Planning generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Shore Financial Planning has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Shore Financial Planning was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Shore Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Shore Financial Planning

Joseph Vecchio

President/Founder

4.8

40,000 users