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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.

Our Mission

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.

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Our Team

Oliver Kim | CRPC®

Managing Director

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Louis P. Sparacino Jr

Managing Director

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Jason Bimonte | CFP®

Financial Planner

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Schedule a Free Consultation

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.

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