Island Financial Advisors

Island Financial Advisors is a financial planner in Toms River, NJ, serving individuals, corporate executives, and small business owners. The firm offers financial planning, investment management, trust administration, tax preparation, estate planning, and retirement planning. Clients benefit from personalized services, portfolio management, and quarterly financial and tax reviews. The firm emphasizes long-term relationships built on trust, honesty, and integrity, with a focus on helping clients achieve their financial goals and experience clarity in their financial decisions.

The firm’s team includes Thomas E. Connors, CFP®, MBA, CSA, as President/CEO, along with Tiffany Abma, Michele Francis, and Dave Puskar, MBA, DPS, who support client relationships and operations. Island Financial Advisors partners with Equity Trust Company, a non-bank IRA custodian and independent trust company, which provides a broad range of investment options and services without offering proprietary products. This open architecture approach allows clients access to a wide array of financial instruments, including bonds, stocks, IRAs, brokerage accounts, and Treasury securities.

Located on Hooper Ave in Toms River, the firm operates from a dedicated office space serving the local community.

Island Financial Advisors is known for its client-centered philosophy, emphasizing education, open communication, and personalized financial guidance. The firm’s reputation is built on decades of experience and a commitment to helping clients navigate life transitions with confidence.

As a trusted advisor in the Toms River area, Island Financial Advisors helps clients build lasting financial security through thoughtful planning and dedicated service.