Jersey Shore Financial Advisors LLC

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.

Employee Perspectives on Long-Term CareThere are gaps in knowledge about access to local long-term care, sometimes also ...
06/23/2026

Employee Perspectives on Long-Term Care
There are gaps in knowledge about access to local long-term care, sometimes also referred to more broadly as long-term services and supports (LTSS). Thirty-seven percent of employees reported low or no knowledge of how to access LTC services in their community.
https://www.ebri.org/publications/research-publications/issue-briefs/content/employee-perspectives-on-long-term-care?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=eldercare

As part of FPA's 25th anniversary I've pledged to volunteer at least 25 hours of pro bono financial planning in 2025.
06/23/2026

As part of FPA's 25th anniversary I've pledged to volunteer at least 25 hours of pro bono financial planning in 2025.

Address

44 Apple Street. Suite 9
Tinton Falls, NJ
07724

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