Languages
English
Year Established
2018
Shore Financial Planning
Listed In: Financial Planning
Shore Financial Planning, LLC (SFP), was established in 2018. SFP is solely owned and operated by Joseph Vecchio, CPA, CFP®, MBA. SFP is a tax-focused, fee-only comprehensive financial planning firm that specializes in providing personalized, confidential financial planning and tax preparation… Shore Financial Planning, LLC (SFP), was established in 2018. SFP is solely owned and operated by Joseph Vecchio, CPA, CFP®, MBA. SFP 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 designing and simplifying their cash flow, performing tax planning and individual tax preparation, advising on financial risk and investment allocations, and providing retirement planning and insurance planning. 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. Read more
Additional Locations See All
Shore Financial Group LLC
114 Pratt Rd, Clinton, CT (8559 Km Away)
Shore Financial Group LLC
(8558 Km Away)
Shore West Financial Group
2 Equity Way, Suite 200, Westlake, OH (9338 Km Away)