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410 East Jericho Turnpike, Mineola, NY 11501

(516) 667-6896
info@shelterrockfinancialgroup.com
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Your Local Financial Planning Team
Welcome to
Shelter Rock Financial Group

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 schedule an appointment with us for a free consultation.

We look forward to hearing from you.

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Our Mission
Working With People, Not Just Their Portfolios

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.

Meet Our Team

Oliver Kim

Oliver Kim

For over 20 year, Oliver Kim has provided his clients with personalized investment strategies.

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Louis P. Sparacino Jr

Louis P. Sparacino Jr

Louis Sparacino has been a registered Financial Advisor since 1992.

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Jason Bimonte

Jason Bimonte

Jason Bimonte is a Certified Financial Planner™ professional. He has over 15 years of experience in the Financial Industry.

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Our Solutions
Planning for When Life Gets Financially Complicated

Start Planning for Your Future

Portfolio Management

We'll help you build a portfolio that matches your goals and comfort level — and we'll keep an eye on it so you're not stressing over every headline.

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Retirement Planning

Your version of retirement is yours. Let's figure out what that looks like and build a realistic strategy to help you get there.

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Risk Management

Stuff happens. We'll help you spot the areas where your plan might be vulnerable and build in some flexibility for life's surprises.

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Estate Strategy

It's not the most fun topic, but it's an important one. We'll work with you and your legal team to make sure your wishes are clearly mapped out.

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Life Insurance

Life insurance doesn't have to be complicated. We'll help you figure out what type and how much makes sense for where you are right now.

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HNW Client Guidance

More wealth usually means more moving parts. We help high-net-worth clients cut through the complexity and focus on what really matters.

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Extended Care Strategies

Long-term care is easy to push to the back burner. We'll help you explore your options now so it doesn't catch you off guard later.

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Small Business Guidance

If you own a business, your personal and business finances are intertwined. We'll help you get both on the same page.

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Social Security Strategies

When you claim Social Security and how you do it can make a real difference. We'll walk you through the scenarios so you can decide what's right for you.

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Cash Flow Analysis

Before we plan for the future, let's understand the present. We'll help you get a clear picture of where your money is going — and where it could be going.

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Education Strategies

Saving for education is a big priority for a lot of families. We'll help you explore your options without throwing your other goals off track.

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Charitable Giving

Want to give back to a cause you care about? We'll help you do it in a way that's smart for your finances too.

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Special Needs Trust

If you're planning for a loved one with special needs, we'll help you navigate the details with the care and attention your family deserves.

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Debt Management

Debt doesn't define your future. We'll help you build a plan to manage it while still making progress on the things that matter.

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Financial Education

We want you to understand your money, not just hand it over. We'll keep you informed and involved every step of the way.

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About Our Firm
Your Neighbors,
Your Financial Planning Team

We live and work in this community, and that's not a coincidence — it's a choice. We built our practice here because we want to help the people we see at the grocery store, at local events, and around town. We take a down-to-earth approach to financial planning, and we believe the best advice comes from a team that actually knows your world. If you're looking for people who'll be straight with you, take the time to listen, and build a plan around your life — not a sales quota — we'd love to talk.

Our Process
Here's What It's Like to Work Together

No complicated onboarding or long sales pitches. Just a simple, three-step process that starts with a real conversation.

Step 1
Let's Sit Down and Talk

We'll have an honest conversation about your financial life — where you are, where you want to be, and what's on your mind.

Step 2
Step 2: Let's Build a Plan That Fits

Our team will put together a strategy based on your actual life and goals — not a template pulled off a shelf.

Step 3
Step 3: Let's Stay in Touch

Life changes, and your plan should too. We'll check in regularly and make adjustments to keep things on track.

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Our Resources
Recent Highlights

We share articles and insights to help you think about money and life in new ways. Take a look at what's been on our minds lately.

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Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Us

Whether you have a specific question or just want to see what working together could look like, we're happy to chat. No strings attached.

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