Justin Shure, CFP^®

Wealth Advisor

99-0940642

111 Wood Avenue South, Suite 110
Iselin, NJ 08830

FINANCIAL ADVISOR'S WEBSITE

prosperityea.com

(908) 552-7271 CONNECT WITH Justin

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

General

Justin Shure is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at 99-0940642 in Iselin, NJ and the surrounding communities.

Financial Advisor Overview

He has a wide range of expertise, including investment management, tax optimization, estate planning, risk management, and retirement planning. Justin’s approach is centered on helping clients preserve and grow their wealth while addressing their unique financial goals. He focuses on creating comprehensive financial plans that integrate risk management and long-term retirement objectives, ensuring his clients can achieve financial stability and security.

Financial Advisor Experience

Justin Shure is a Wealth Advisor with Prosperity. With nearly 20 years of experience, he provides personalized financial planning to high-net-worth individuals, families, and business owners.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Disclaimer

Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity - An EisnerAmper Company. Prosperity - An EisnerAmper Company is not affiliated with DAI Securities, LLC.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes