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Advice you need. Service you deserve.
Advice you need. Service you deserve.
Awards
Forbes Best In State 2023
Robert F. Farrell, Executive Vice President / Wealth Management, Financial Advisor, has been named to the Forbes 2023 Best-In-State Wealth Advisors list.
“Congratulations to Bob Farrell on this recognition by Forbes,” said Kevin Reed, President of the firm’s Private Client Group. “Bob sets the standard for his commitment to exceed their client expectations and delivering comprehensive advice to meet financial goals. We’re proud to have Bob at Janney.”
Forbes Best In State 2022
Robert Farrell, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2022 Best-In-State Wealth Advisors list. “Congratulations to Bob for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Bob represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
Forbes Best in State 2021
Robert Farrell, Executive Vice President/Wealth Management has been named to the Forbes 2021 Best-In-State Wealth Advisors list. “Congratulations to Bob for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Bob represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
Our Team
The City Shore Wealth Advisory Group strives to provide personalized service through Financial Planning and Tax Efficient Investing as we guide our clients through the phases of investing: Wealth Accumulation -- Wealth Preservation -- Wealth Distribution.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
VIDEO: RETIREMENT ON YOUR TERMS
For clients who choose to engage with us in an advisory capacity, we utilize a three bucket retirement strategy called Retirement on Your Terms. Our approach matches your money to three different timelines - short term, mid term, and long term. All designed on your terms.
Tax Efficient Investing
When it comes to tax planning and your investments, it can be difficult to know where to start. Your portfolio and your resulting tax picture can change quickly because of market volatility. Vigilance is necessary to achieve both your tax and investment goals.
Working With A CFP®
A CFP® professional is trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Celebrating the Power of Education
Michelle Keates' long and rewarding history with Stockton University.
Trustee of Stockton University
Serving as Secretary of the Board, Chair of the Investment Committee, and a member of the Executive, the Advancement and the Finance and Professional Services Committees.
Shore Medical Center
Member of the Shore Medical Center Planned Giving & Development Committee - Somers Point, NJ
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 02, 2024
Fourth Quarter 2023 Market Review
Watch Bob Farrell as he discusses the economic and market activities of the fourth quarter of 2023.
Office Information