Jersey Shore Financial Advisors LLC of Ocean

Jersey Shore Financial Advisors LLC is a Financial Planner in Ocean, NJ. The firm provides comprehensive financial planning services to individuals, families, multi‑generational family groups and businesses, working on a fee‑only basis. Its offerings include retirement planning, Social Security optimization, tax‑planning strategies, estate‑planning guidance, college‑savings projections, cash‑flow and debt‑management analysis, and investment portfolio review. A specialty service focuses on widows, widowers and divorcees, delivering a custom financial roadmap to protect assets and ensure confidence during major life transitions. With more than 30 years of experience, the practice serves clients throughout New Jersey and offers remote service nationwide. Customer feedback reflects a perfect 5.00 rating.

The practice is led by Tom Duffy, a Certified Financial Planner Professional™ who earned the credential in 1996 after beginning his career in 1993. Duffy holds an MBA from Monmouth University and a BS in Management Science from Kean University. He is active in the New Jersey Chapter of the Financial Planning Association, having served as board chair in 2012, and he sits on the board of the Estate and Financial Planning Council of Central New Jersey. Duffy also contributes to financial literacy through volunteer work with Junior Achievement Finance Park and has taught estate planning at Rutgers Business School and financial planning at William Paterson University.

By combining decades of expertise with a fiduciary, fee‑only model, Jersey Shore Financial Advisors LLC delivers clear, confidence‑building guidance that meets the unique financial needs of Ocean residents and the broader New Jersey community.