Thomas J Duffy, CFP®, MBA, CRPC®, CDFA®

Founder, Principal advisor

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Jersey Shore Financial Advisors, LLC
Eatontown, NJ US

732-229-7489

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Professional Details

Almost everyone I meet is afraid of becoming a burden to their family. 
I work with recent (or soon to be) divorcees, widows or widowers to custom design a financial roadmap to avoid becoming a burden before, during, and especially at the end of retirement.
Hi I’m Tom Duffy founder and principal advisor of Jersey Shore Financial Advisors LLC.  I started this firm in 2007 as an alternative to the giant name brand advisory with the constant sales pressure telling me what I could do or not to do for MY clients.
Working with me means having a thinking partner that understands you are facing a whole new future that you probably didn’t plan for. 
Let me be your guide as you clarify, organize and prioritize your financial life decisions.

Areas of Expertise

  • CFP
  • Financial Education Specialist
  • Financial Professional
  • Investment Advisor
  • Retirement Specialist
  • Wealth Manager

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    Disclaimer: Jersey Shore Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and states international jurisdictions where we are registered/notice filed or otherwise excluded or exempted from registration requirements. The purpose of this content is for educational/information purposes only. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.