Contact

Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client's long-term success -- several of whichpresent opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

Schedule your Complimentary Call
Contact Us

Our location

241 Forsgate Drive, Suite 204, Jamesburg, NJ 08831

View in larger map
Phone Number

We’d love to discuss how we can save you money:

877-623-2266

Contact information

  • 241 Forsgate Drive, Suite 204, Jamesburg, NJ 08831

  • 877-623-2266

Click to view our Part 2A and Part 2B and Privacy Policy . Copies of these documents, as well as our entire policies and procedures manual will be mailed upon request.

Description

Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as Financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Neel Shah, J.D., CFP® is an Investment Adviser Representative of Beacon Wealth Solutions, LLC, a Registered Investment Advisory Firm.  Wealth management and investment advisory services are offered solely by Beacon Wealth Solutions, LLC, 241 Forsgate Drive, Suite 204, Jamesburg, NJ 08831 877-6Beacon, Tel:  877-623-2266,
Shah & Associates, P.C. is a law firm and independent of Beacon Wealth Solutions, LLC
Shah Total Planning LLC is an Education, Outreach and Marketing firm and independent of Beacon Wealth Solutions, LLC
Neel Shah, J.D., CFP® is licensed for life insurance and health insurance in New Jersey and various other states.

Advisory services offered in the State of New Jersey and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statue. Follow-up or indivualized responses to consumers in a particular state by Beacon Wealth Solutions in the rendering of personalized investment advise for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. Past performance may not be indicative of future results. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Quarterly Economic UpdateFree Download
Secured By miniOrange