Thomas J. Duffy,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. Duffy, CFP®

MBA

President

Jersey Shore Financial Advisors LLC

55 Gilbert St N, Suite 3103
Tinton Falls, NJ 07701

Jersey Shore Financial Advisors LLC

By appointment only, 100 Horizon Center Blvd
Hamilton, NJ 08691
FINANCIAL ADVISOR'S WEBSITE
(732) 229-7489 CONNECT WITH Thomas
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General

Thomas Duffy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jersey Shore Financial Advisors LLC in Tinton Falls, NJ and the surrounding communities.

Financial Advisor Overview

I am a NAPFA registered Fee-Only advisor. I pledge to client's interests ahead of my own. I adhere to the fiduciary standard as published by the CFP Board of Standards(r)

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Financial Advisor Experience

Providing integrated finacial advise and council since 1994. Work mainly with medical professionals, pre-retirement professionals and widows/widowers.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Jersey Shore Financial Advisor is not affiliated with a broker/dealer organization.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources