Thomas J. Duffy

Thomas J. Duffy

Jersey Shore Financial Advisors LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: President

Offering advice since: 1994

Areas of focus:

  • Elder Issues (long-term care, pre-mortem planning)
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Retirement Planning

Further information about Thomas J. Duffy:

Tom Duffy is the founder or Jersey Shore Financial Advisors LLC. A life long Jersey Shore resident, Tom founded JSFA to serve as family financial coordinator for Monmouth County families. As your family financial quarterback, Tom works with your other advisors, (tax, legal, financing, investment and insurance) to provide your family with a seamless, integrated, and coordinated experience.

Compensation and Fee Structures:

JSFA operates as a "fee mostly" firm that is we work on a fee for service basis. Implementation of your plan may indicate elements that may provide third party compensation to JSFA. All compensation arrangements will be disclosed to you at the outset of the engagement.

Licenses, Certifications & Affiliations:

Certified Financial Planner licensee, Financial Planning Association
Financial Planning Association NJ -- serve on Board of Directors
Eastern Monmouth Area Chamber of Commerce -- serve on the Board of Directors
Shore Regional High School Educational Foundation -- serve on Board of Directors

Education:

Master of Business Administration, Monmouth University, W. Long Branch NJ
Bachelor of Science, Kean University, Union NJ

Will provide references upon request?

No


Further information about Jersey Shore Financial Advisors LLC:

(Size of firm: 0-9 advisors)

Specialize in coordinating all aspects of family financial planning, wealth management etc.


Contact Information for Thomas J. Duffy

Phone: (732) 229-7489
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Fax: (732) 345-1811

Address for Thomas J. Duffy:
125 Half Mile Road
Suite 200
Red Bank, NJ, 07701

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