Shore Tax & Financial Planning

I have been working with Shore CPA & Financial Planning for a couple of years. The teams experience and knowledge in Tax and Financial Planning has been exemplary. It can be very challenging to find an independent Advisory who puts the needs of their clients first. The team has taken the necessary time to understand my family's goals and provide the needed guidance to help us achieve them. Highly recommend and wish I had found them earlier in my career!

Joe and the Shore Financial Planning team really are the best! They have been extremely helpful to me over the years with sound financial guidance and service delivery. Joe's incredible patience and straightforward, genuine approach makes financial discussions easy, and enjoyable!

I've had the pleasure of working with Joe and the Shore Financial Planning team for a year, and can honestly say they've been a game changer for my business/personal finances. From the moment I started working with them, I've been impressed with their professionalism, expertise, and dedication to providing top-notch service. Their attention to detail and proactive approach have saved me both time and money. I couldn't ask for a better accountant and would highly recommend them to anyone in need of reliab

I am a retiree. Joe Vecchio from Shore Financial Planning has worked with me on finding strategies in my tax planning and retirement for the past year. Joe makes discussions on taxes, retirement accounts, and other assets easy to understand. He is very accessible to financial concerns that I have. Having Joe as my accountant and financial advisor has put me at ease when finding solutions to financial concerns.

Joe is a fantastic accountant! Very knowledgeable and thorough. He will make sure that your return is done correctly, and no stone will be left unturned. I will be recommending Joe to all of my family and friends for sure.

I was struggling with the new Sales Tax Program set up by the state of NJ. I couldn't figure out how to login in. I reached out to this wonderful company and they assisted me without even knowing me or charging me any amount of money. I can't even begin to express my sincere gratitude for the help they gave me. Marie is like an angel! I am so appreciative that they called me back several times on their own initiative to help me finish my filing. I would never have been able to do it without them. What a

Joe Vecchio is WONDERFUL. All instruction was made clear, organized, and efficient. I felt incredibly comfortable with him managing my finances, as the process was smooth and he communicates what is needed clearly. Highly recommend Shore Financial!

I called Shore Financial after a few frustrating years of tax returns with other companies. Joe returned my call immediately, was super professional and quick. The whole experience was easy and way less stressful than I thought it was going to be. I will definitely be using Shore Financial in the future.

I wanted a second opinion and Joe was kind enough to provide me with what I needed without charging me . In this scenario he advised me to stay with my current CPA for the current year as getting it redone was not worth the cost of it. Most people wouldn't look out for you - Joe certainly has your best interest in mind.

Highly Recommend for College Financial Planning!** Joseph Vecchio at Shore Financial Planning provided excellent advice for navigating the complexities of college financial planning. He was incredibly forthcoming with information, breaking down all the details in a way that was easy to understand. Joseph was not only professional but also personable, making the whole process much more comfortable. His guidance helped us feel confident in making informed decisions. If you're looking for clear, trustworthy

My husband and I had the pleasure of working with Joseph from Shore Financial Planning and couldn't be more impressed with his expertise and dedication. From the very beginning, he took the time to understand our financial situation and align us with our goals. His thorough knowledge and VERY transparent communication made us feel confident and supported throughout the entire process. We especially appreciated his ability to simplify complex financial concepts and provide clear, actionable advice. Thanks to

Joseph is a tax genius! I thought I was maximizing my deductions, but he found legal tax-saving strategies I had no idea existed. He saved my business thousands in taxes this year. Highly recommend!

With my experience at Shore Financial, I found that Joe Vecchio immediately demonstrated his reliability as a CPA and CFP through his immense honesty, productivity, and professionalism.

Joe Vecchio is a brilliant financial professional. The tax planning strategies he helped me implement have significantly exceeded his fixed fee. He also saved us several thousands of dollars by changing our investments to low cost options. I have never been happier working with someone that is not trying to sell me something. I get tremendous comfort knowing that he is a fiduciary, as well as a CPA & CFP. The greatest value of all is working with 1 person for my taxes, investments and all of my other fi

Joe is seriously the best!! He is a complete life savor and is extremely knowledgeable. I would never use anyone else!

Shore Financial Planning has gone above and beyond to help my family with our short and long term financial goals. Their help with our daughter's college planning has really put us at ease with the entire college financial process. I would highly recommend all parents to schedule an appointment with Joe to set their goals for their children's college funding and planning. In addition, I would recommend working with Joe on your overall financial health and retirement planning. He is an expert at helping you

We are very pleased with the services we've received from Joe Vecchio and Shore Financial Planning to handle our family's finances. It's great to have a single, fee-only planner and CPA like Joe who can advise on all spectrums of our financial profile, and who is always acting in our best interest. Joe has helped us with everything from taxes, to our investment strategy and portfolio, to estate planning and life insurance. He is a true professional, always makes himself available, and an overall pleasure to

Joe is so friendly and easy to talk to. He explains everything in terms easy to understand. He makes what could be a stressful process fun and enjoyable. My husband and I are so grateful that he helped us realize that retirement can happen now rather than three years from now. We know our finances are in good hands and have already seen financial growth in the short time we have used Shore Financial. I would definitely recommend this business to everyone.

Joe Vecchio at Shore Financial Planning has helped my wife and me simplify our finances and provided us with much needed peace of mind around our investments and college planning. Joe reviewed all of our finances from taxes to investments and has helped us save money on taxes and put a plan in place to send our children to college while still saving for retirement. We are very happy to be working with someone we trust.

Shore Financial Planning was an excellent resource in helping me plan short-term and long-term financial goals. Joe went out of his way to make himself available to meet with me during the busy tax season, and didn't charge me for his time, advice, or follow-up content. The service was fantastic and I felt very welcome. I would absolutely recommend paying Shore Financial Planning a visit.

Shore Financial found mistakes on our tax return that our accountant missed which saved us over $16,000. Joe also reviewed our investments and showed us how we were paying over $5,000 a year in hidden fees on our 401k accounts. The advice that we have received not only saved us money it has given us peace of mind that we are on track to achieve our goals of travelling, retiring and sending our children to college. Joe is a very honest and nice person to work with. I appreciate all he has done for our fa

Shore Financial Planning has helped my family with our taxes and investments. Their planning process is educational and fun, and has helped me sleep better at night knowing that we are on the right track. Joe Vecchio is an honest and very nice guy that I am happy to be working with.

Joe at Shore Financial Planning has helped me sleep better at night knowing that he is looking out for me. He has helped me save money in taxes, and save on expenses inside of my 401k I never knew I was paying. I would strongly recommend his services to anyone looking for a fiduciary financial advisor. Working with someone who is not trying to sell me anything is priceless!

I have worked with many financial advisors from very popular financial institutions. These banks and firms have cost me thousands of dollars in fees and commissions. However, I have never gotten the level of expertise, advice or care that I have gotten from Joe Vecchio at Shore Financial. He goes above and beyond each and every time I speak to him. He follows up when and how he promises to do so. He answers my questions patiently and makes sure I understand everything. Unfortunately, this is not the norm i

Joseph Vecchio at Shore Financial Planning is an intelligent financial professional that went above and beyond for me. His knowledge about the various areas of financial planning, and the industry as a whole, helped me tremendously. Thank you for taking the time to speak with me and always making yourself available!

Shore Financial Planning has been like a beacon in a storm for us. We urgently needed practical advice on a wide range of financial matters, and Joseph could not have been more helpful or generous with his detailed knowledge and broad expertise. Absolutely recommended!

Joe Vecchio cares about his clients. My first meeting with Joe felt more like a lesson on personal finance than it did a "sales pitch," which seems to be the usual in the industry. The fact that he is a fiduciary puts my concerns to rest and know he is always looking out for my best interest.

My free consultation with Joe was filled with information and advice that was straightforward, reliable, and best of all- honest. His advice sometime went against his own interests to benefit mine. A rare find, I look forward to working with him.

Joseph Vecchio at Shore Financial is an outstanding financial advisor. He is intelligent extremely helpful and patient.Joseph goes the extra mile.Joseph has given me peace of mind regarding financial concerns.

Had a good conversation about my needs for financial and tax planning. I very much appreciate Shore Financial's philosophy that you need to look at everything together. Ultimately I decided to continue managing my finances on my own but won't hesitate to call on them if my needs change.

We went through the Free Financial Assessment process and enjoyed getting to know Joseph Vecchio. He provided actionable solutions to help address our most pressing financial concerns and was very professional as well as extremely responsive.

Hi, I sent an email on Friday, August 30th to the address listed on the website. Unfortunately, I never did get a response. I am only sending this review in the hopes that the Shore team is aware of a potential issue with that address (fyi, it didn?t bounce-back) or it?s not monitored. Thank you.

Shore Financial Planning had been a miracle in my life.Joseph is so helpful and caring about not only my finances but has given me information to help my son who is unable to work due to Health issues.I am so happy to have met this gentleman. Marybeth Ford RN

Joe and his team were great! Extremely helpful and quick. They truly went above and beyond. I highly recommend Shore Financial Planning.

Shore Financial Planning performed a complimentary portfolio review of my investments and tax returns. They discovered I was overpaying on taxes for the past 3 years and probably longer due to the fact I was relying on an accountant my parents used from years ago. Similarly they showed me in actual dollars the amount of money I was spending each year in hidden fees in an actual dollar amount. I was shocked when I saw this number, especially since this has been ongoing for over 10 years. I wish I would h

Joe is extremely passionate about helping people to build their wealth. Creative in his financial plans but not a high pressure sales person.

Had a very nice phone conversation with Joe today and question I had related to finances. Thank you so much Joe!!!

Joe was super patient with my husband and I, he answered all of our questions clearly and communicated with us even after the transaction.

Excellent honest and efficient advice! Besides being down to earth and easy to talk to ,I left his office with a clear plan and the focus that I needed . Thank you so very very much!

Joe Vecchio is very talented, kind and extremely helpful. I would highly recommend him!

I spoke with Eric. He was very knowledgeable and able to explain things.

Staff is professional, and very friendly - great location.

Working with Joseph Vecchio, CPA and the team at Shore Financial was a total game-changer for my business and personal finances. Before meeting them, I was overpaying on taxes year after year?just reacting during tax season. Joseph came in with a proactive plan and helped me convert to an S-Corp, which immediately started saving me thousands in payroll taxes. From there, we implemented a Solo 401(k), used powerful strategies like the Augusta Rule and the home office deduction, and built a comprehensive ta

I had to pay estimated taxes for the first and Joe was able to talk me through what I needed to do over the phone. He was very helpful and talked me through all the options.