Skip to main content

  •  Tel: 732-229-7489
  •  
  •  
  •  
  • Client Login

  • Home
  • Who we serve
    • The Family Steward
    • Established Professional
    • Emerging Professional
  • About 
    • Tom Duffy
    • Why I'm an advisor
    • Volunteer Activities
    • Why Fee-Only?
  • What we do for you 
    • Financial Life Planning
    • Financial Plan Elements
    • Financial What If...
    • Our Process
    • Investments
  • Login
  • Working with us
    • Client Engagement Standard
    • What We Deliver
    • Expectations
    • Fees
    • FAQ
  • Events 
    • Savvy Social Security Planning
    • Savvy IRA Planning
  • Blog
  • Contact

Our Mission

“Protecting your family wealth from predators, creditors & Senators”™

Financial Life Planning

A holistic process that puts your interests first and focuses on increasing your sense of financial well-being

Helping you

Make good financial decisions for your family

  Previous   Next

    You are here

  1. Home
  2. Tell a Friend

Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


For a free, no-obligation consultation click the “Book a Meeting” button on the right.

Thomas J Duffy, CFP®, MBA is a NAPFA registered fee-only financial advisor.  The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

Schedule a call or visit

Tell a Friend

55 Gilbert Street North
Tinton Falls, NJ
07701 USA

  •  Tel: 732-229-7489
  •  Toll Free:
  •  Fax:
  •  tduffy@myfamilyfiduciary.com
  •  
  •  
  •  

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 international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. 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.

© 2021 Jersey Shore Financial Advisors LLC. All rights reserved.

Website Design For Financial Services Professionals