Jersey Shore Financial Advisors LLC

About us

Mission & Values

Our Promise

Experience

Community involvement

Who we serve

The family steward

Individuals in transition

Mature families

Satisfaction poll

Compatibility survey

Why fee-only?

Your interests first

JSFA Process

Goals and Objectives

Financial Planning

Tax Planning

Investment Management

Education Planning

Employee Benefits

Estate Planning

JSFA Events

Focus Groups

Public Seminars

Past events

Resources

Articles

Consumer alerts

Education tips

In print

Presentations

Roth conversion

Tools

Compliance

Disclosure

Privacy

ADV Part II

Contact us

Our experience


Thomas J Duffy, CFP©, MBA

Financial Planning Professional since 1994
President, Jersey Shore Financial Advisors, LLC 2007 to present
Operations manager, private financial planning & money management firm, 1997 to 2007
Independent Financial Planner, 1994 to 1997 
Restaurant Management, 1985 to 1990

Certified Financial Planner™ licensee since 1994.


Contact Jersey Shore Financial Advisors to schedule your free, no-obligation consultation to find out how we can work with you, putting your best interests first.

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Fee-only -- because your best interests always come first.