Financial ServicesFinancial consultantFinancial Planner
Shelter Rock Wealth Management, LLC
- Address
- 404 Glen Cove Avenue Suite 100, Sea Cliff, New York, 11579
- Phone
- (516) 921-1445
- Website
- shelterrockwealthmanagement.com/
About Shelter Rock Wealth Management, LLC
Shelter Rock Wealth Management, LLC, based in Sea Cliff, NY, provides comprehensive financial services to the surrounding areas. The firm specializes in expert investment advisory, strategic planning, and tailored insurance products. Their experienced team utilizes a personalized approach to help clients build and preserve wealth, focusing on retirement and estate planning, tax strategies, and risk management. Committed to accessibility, the firm accepts cash and major credit cards, including Visa, MasterCard, Discover, and American Express. Whether you require investment guidance or long-term financial solutions, their dedicated professionals offer trustworthy advice.
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | 08:00am – 05:00pm |