IRIS Financial Services
Oct 02, 2019 01:29PM
By Tom Barrett
IRIS Financial Services is a full-service financial management and planning firm in Fernandina Beach focusing on the needs of individuals and families. Owner Tom Foy and his wife, Pat, were searching for a second home in the South Carolina and Georgia coastal area, and they found Amelia Island, as Tom says, “by mistake” when they joined family for a holiday stay. Tom says the two realized they were “home,” and they soon moved their primary residence to Florida.
Tom founded IRIS Financial Services in Marlton, New Jersey and he was an active member of the community there before moving to Fernandina Beach. Tom has now opened the main office of IRIS Financial Services here on Amelia Island. The company provides financial and retirement planning; investment management; estate planning; and life, long-term care, and disability insurance. The IRIS office is located in Gateway to Amelia. Tom has been providing financial planning guidance for over thirty five years. He is a member of the Estate Planning Council of Northeast Florida and a past president of the New Jersey chapter. Tom is also a member of the Nassau County Chamber of Commerce.
Tom and Pat have been married over 40 years, and they have two children and three grandchildren. They are both active in children’s charities and dog rescue organizations. Tom is also an avid fan of the Philadelphia Eagles. The office is located at 961687 Gateway Blvd., Suite 201F. For an appointment, call the office at (904) 310-6886 or email [email protected].