Tom McDermott

Tom McDermott Financial Planning, Wealth Management, Insurance Planning life and disability insurance) as well as retirement and investment planning.

Work with families and individuals, in all age ranges, for financial protection through insurance products (i.e. Areas of focus are for those just starting out and want to accumulate wealth, and pre/post-retirees for income distribution in retirement. Also work with small to medium sized businesses for group insurance plans and business continuation/succession planning. Insurance and Financial Pro

ducts Offered:
Life (Term and Whole), Disability Income, Long-Term Care, Accident/Cancer, Group Supplement Coverage, Annuities, and other financial products

I am licensed to sell insurance in: NY, NJ, MA, FL, NC, SC, CA, MD, GA, VA, ME And securities licensed in: NY, NJ, FL, CA, PA, VA I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 420 Lexington Avenue, Suite 2510, New York, NY 10170, 212-578-0300.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
09/02/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

When Should You Claim Social Security? Let's Map Your Strategy
08/31/2026

When Should You Claim Social Security? Let's Map Your Strategy

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

10 tips that can head-off marriage money problems.
08/28/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
08/26/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
08/24/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

Find out whether you are insurable before implementing a strategy using life insurance.
08/21/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

What steps might help you sustain and grow your retirement savings? This piece explores them.
08/19/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

There are many factors to consider before tapping retirement money to pay for college.
08/17/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
08/14/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

The LPL Financial conference, Focus, in beautiful San Diego has officially concluded—and I’m grateful I got to attend fo...
08/12/2026

The LPL Financial conference, Focus, in beautiful San Diego has officially concluded—and I’m grateful I got to attend for the first time since joining LPL two years ago.

Between the highly informative breakout sessions and hallway conversations with other independent advisors, I left with a full notebook and a fresh perspective.

My biggest takeaway: LPL is investing in support and tools (including AI) that help me spend more time focused on clients and our community. 🤝

Address

601 Heritage Drive, Suite 155
Jupiter, FL
33458

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 1pm

Website

Alerts

Be the first to know and let us send you an email when Tom McDermott posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category