Jersey Shore Financial Advisors LLC

Jersey Shore Financial Advisors LLC

Financial Services

Tinton Falls, New Jersey 61 followers

Protecting your family's wealth from predators, creditors & Senators.

About us

Jersey Shore Financial Advisors, LLC is a New Jersey Registered Investment Advisor When you are a new, or soon to be new widow, life can move quickly. When life brings about major changes it can be difficult to slow down, take stock of what needs to be done, and plan properly. Whether it be sudden wealth due to the loss of a spouse, an unexpected inheritance or proceeds from a divorce, having a guide by your side who can help you address the myriad of decisions that lay in front of you is vital. Founder & principal planner Thomas J Duffy, CFP®, MBA, CRPC®, CDFA® is a member of the following organizations: • National Association of Personal Financial Advisors • Financial Planning Association of NJ • Estate and Financial Planning Council of Central NJ • Eastern Monmouth County Area Chamber of Commerce Tom also is adjunct instructor of Financial Well Being in the Cotsakos College of Business at William Paterson University, Wayne NJ

Industry
Financial Services
Company size
1 employee
Headquarters
Tinton Falls, New Jersey
Type
Self-Owned
Founded
2007
Specialties
Fee-only financial planning, Business succession planning, Retirement income planning for widows, and Financial life planning

Locations

Employees at Jersey Shore Financial Advisors LLC

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