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
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
Master of Business Administration, Monmouth University, W. Long Branch NJ
Bachelor of Science, Kean University, Union NJ
Will provide references upon request?
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
Red Bank, NJ, 07701
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