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Shelter Rock Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
At our firm, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
For over 20 year, Oliver Kim has provided his clients with personalized investment strategies.
Louis Sparacino has been a registered Financial Advisor since 1992.
Jason Bimonte is a Certified Financial Planner™ professional. He has over 15 years of experience in the Financial Industry.