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

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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

Jersey Shore Financial Advisors LLC is a fee-only professional services firm. 

We do not accept third-party compensation (that is, payments or commissions from brokerage firms or other organizations), we are fiercely independent, with no potential conflicts of interest in our advice and service.

All financial planning services are delivered in accordance with the following standard of care:
  • Always putting the client's best interests first;
  • Act with due care and in utmost good faith;
  • Do not mislead clients;
  • Provide full and fair disclosure of all material facts; and
  • Disclose and fairly manage all material conflicts of interest.

A helpful starting place when considering who you should entrust with your family's financial security is the brochure entitled: 

        
"10 Questions to Ask When Choosing a Financial Planner" 

This informative brochure is published by the Certified Financial Planner Board of Standards, Inc., owner of the Certified Financial Planner? designation.  

To request a free copy of the brochure complete the form to the right and we'll send you a copy by return mail.  We'll also add you to our complimentary e-mail list for timely communications on topics you may find useful in you search for a financial advisor.


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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.

Click here to get in touch with us right away.

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