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.
