Jersey Shore Financial Advisors LLC

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Jersey Shore Financial Advisors LLC Are you working with a partner to help you minimize your fear of making financial mistakes?

I do my best work with
Recently became (or expect to become) single
Your spouse made $ decisions, but can't do it now
Within 5 years of retirement
$1 mil+net worth 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.

Putting Client’s Interests First I believe in placing my client’s best interests first. I proudly commit to these five f...
10/25/2026

Putting Client’s Interests First
I believe in placing my client’s best interests first. I proudly commit to these five fiduciary principles:

I will always put my client’s best interests first.

I will act with prudence—with the skill, care, diligence, and good judgment of a professional.

I will not mislead clients and will provide full and fair disclosure of all important facts.

I will avoid conflicts of interest.

I will fully disclose and fairly manage, in the clients favor, any unavoidable conflicts.
https://www.findmyfiduciary.com/all-advisors?overlay=f049cb60-de9f-4cd8-9ead-70a49a4b2533&utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=financialplanning

What Issues Should I Consider With My Social Security Retirement Benefits?Social Security retirement benefits can be par...
10/24/2026

What Issues Should I Consider With My Social Security Retirement Benefits?

Social Security retirement benefits can be particularly complex. You're not alone if you struggle with your claiming decision.

This checklist helps you identify issues you should consider regarding your Social Security Claiming Options.

Download the checklist here: https://myfamilyfiduciary.kit.com/08410f4f8d?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=retirement

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44 Apple Street. Suite 9
Tinton Falls, NJ
07724

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