Harbor Lights
Financial Group

CONNECT

Address:

2424 Highway 34
Manasquan, NJ 08736

Phone:

(732) 528-4333

Fax/Other:

(732) 528-4820

Our Commitment to You


Harbor Lights Financial Group is a team of highly accomplished financial advisors dedicated to helping clients develop customized strategies to potentially grow and protect wealth.

We provide independent financial advice and cost-efficient asset management expertise based on a thorough understanding of your unique circumstances, investment objectives, risk tolerance and time horizon for reaching your goals.

The professionals at Harbor Lights Financial Group support wealth planning with responsive communications and client service. Our team believes it is crucial that clients have a clear understanding of their current situation and all of the opportunities available to them.


Wealth Management Approach


At the foundation of your relationship with Harbor Lights Financial Group is a precise, integrated approach to long-term investing. You will be guided through a disciplined process that includes taking an inventory of your current assets and liabilities as well as analyzing your existing investment portfolio and investment objectives.

Based on this information, we prepare an asset allocation strategy recommendation to construct a diversified investment portfolio designed to help achieve your goals. These might include reducing taxes, enhancing cash flow, maximizing return potential and strengthening a retirement plan.

All of our recommendations are coordinated with other professional advisors – such as your attorney, accountant and insurance professionals before being implemented.

Understand | Your goals start the discussion.

Analyze | Your unique situation is comprehensively and systematically analyzed.

Advise | A plan is crafted on your input, and our advice is intended to help meet your goals.

Coordinate | We coordinate our recommendations with your other professional advisors.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals