Duffy Financial Advisors
Castle Street, County Westmeath, Ireland
About Duffy Financial Advisors
Welcome to Duffy Financial Advisors, located at Castle Street in Mullingar, Co. Westmeath. As a trusted establishment in the finance industry, our main goal is to provide high-quality financial advice to our clients. We understand the importance of helping our clients achieve their financial needs, objectives, and priorities.
At Duffy Financial Advisors, we follow a systematic financial planning process designed to meet your long-term financial goals. This process includes gathering information about your current financial situation, assessing your needs, preparing a tailored plan, implementing the plan, and regularly reviewing its effectiveness.
One crucial aspect we consider before making any investment decision is your attitude towards risk. Understanding your risk tolerance allows us to create a suitable investment strategy that aligns with your goals and preferences.
In addition to investment advice, we also specialize in reviewing both your personal and business protection needs. We understand the importance of having proper insurance coverage in the event of death, sickness, loss of income, and more. Our team will ensure that you and your loved ones are adequately protected.
Retirement planning is another area of expertise at Duffy Financial Advisors. We believe that failing to plan is planning to fail, which is why we emphasize the importance of regularly reviewing your retirement goals. Our team will work with you to create a comprehensive retirement plan that ensures financial security during your golden years.
Don't just take our word for it β hear what our clients have to say. Many of our satisfied clients have been referring their friends and family to us for years. They appreciate our exceptional knowledge, thorough review of their circumstances, and practical approach to financial advice. Whether it's pension, investment, or protection advice, our clients trust us to provide them with the best possible guidance.
Our commitment to excellence is further reflected in our professional and efficient service. We have been serving our clients since 2005, handling their company pensions, life assurance, and family protection needs. Our team prides itself on delivering a high level of service and professionalism.
Tom Duffy, the founder of Duffy Financial Advisors, has been a trusted financial advisor for over 25 years. His expertise extends to various areas, including life and serious illness cover, partnership insurance, and retirement planning. Clients appreciate his engaging and thorough approach to financial dealings.
In addition to Tom's expertise, our team is continuously expanding their knowledge in the field of financial planning. Tom attends seminars and is currently completing a master's program in Financial Planning at UCD. We strive to provide our clients with the most up-to-date and comprehensive financial advice.
Duffy Mortgage and Investment Advisors Ltd T/A Duffy Financial Advisors is regulated by The Central Bank Of Ireland. Our company registration number is 386258, and our directors are Thomas J. Duffy, Orla Duffy, and Gerry Duffy. We are registered in Ireland, with our registered address at Fitzroy House, Castle Street, Mullingar, Co Westmeath.
If you are looking for a trusted financial advisor who will prioritize your best interests, look no further than Duffy Financial Advisors. We are here to guide you towards financial success and help you achieve your long-term goals. Contact us today for a consultation.
Photos of Duffy Financial Advisors
Fitzroy House, Castle St, Bellview, Mullingar, Co. Westmeath, Ireland
Opening hours of Duffy Financial Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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