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"I am Thomas J. Duffy, CFP®, MBA, CRPC® founder & principal of Jersey Shore Financial Advisors LLC. Call me Tom he/him.My firm is a flat-fee financial planning and investment management firm located in Monmouth County, New Jersey.Although my physical location is near the beach, I can work with clients regardless of location.I cater to new widows/widowers who are looking to: understand & organize their new financial lives; evaluate & prioritize financial decisions; and establish a financial life plan to live forward without fear."
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