Shelter Rock Wealth Management, LLC of Glen Cove

Shelter Rock Wealth Management, LLC of Glen Cove is a financial planner in Glen Cove, NY, located at 404 Glen Cove Ave Suite 100. The firm holds a 5.00 rating based on customer reviews. As an independent and objective partner, the team provides service centered on the client, offering financial planning, investments, and insurance. They prioritize understanding the client’s situation, identifying dreams and goals, and assessing risk tolerance to build long-term relationships based on open and honest communication.

The advisory process involves gaining in-depth knowledge of each client to implement personalized plans for prudent financial and investment decisions. The team follows a disciplined investment process that begins and ends with the client. They assist with various questions, including early retirement, investment performance, college savings, estate strategy, and life insurance needs. Services cover investing principles, retirement distribution strategies, estate conservation, and risk management analysis. The firm employs a team approach to help clients navigate complex financial services, offering diverse backgrounds and education to provide broader perspectives.

The team includes Iliza S. Bartels, AIF®, Principal and Wealth Management Advisor, reachable at 516.627.7890 or [email protected]. Matthew D. Brenner, AIF®, Principal and Wealth Management Advisor, can be contacted at 516.921.1445 or [email protected]. Shane Parouse, ChFC, Principal and Wealth Management Advisor, is available at 516.921.1482 or [email protected]. All advisors can be reached at the office number 516.908.5003. The firm aims to build long-term relationships through education, training, integrity, and outstanding client service. They help clients determine goals, objectives, time horizon, and risk tolerance to achieve financial independence. Weekly market commentary and economic insights are provided by the LPL Financial Research team. The Sea Cliff Office is located at 404 Glen Cove Avenue Suite 100, Sea Cliff, NY 11579. Phone is 516.921.1445 and fax is 516.908.5003. Hours are Monday through Friday from 8:00 AM to 5:00 PM, with Saturday and Sunday appointments by request.

BizScoreAI gave Shelter Rock Wealth Management a Technical score of 85 out of 100, which means the website is technically sound, secure, and indexable so search engines can read it without errors. The firm also earned a Discoverability score of 75 out of 100, showing that AI crawlers are allowed in and can find every page of the website, which is the first step before any AI assistant can recommend the business.