Keith Bermeo

Keith G. Bermeo, CFP®, CLU^® ,ChFC^®,CASL^®

Welcome and thank you for visiting my website. My mission is to help families and business owners with assistance in building, protecting,  and maximizing financial resources.   I have the skills, knowledge,  and experience required to help meet my client's established goals.  My personal goal is to become a lifetime resource for each and every client .  I can help you achieve those objectives through various financial products and investment services that are designed to meet your present and future needs.  I am a CERTIFIED  FINANCIAL  PLANNER^TM   certificant from the Certified Financial Planner board of standards.  I service Middlesex, Monmouth, Ocean, and Atlantic counties in New Jersey.   Appointments can be scheduled at your convenience at our office,  your office,  or at  your residence.   I hope you find this site informative and useful. Please take advantage of the many features my site offers such as on-line account access, calculators,  and the financial library of articles and terms.  Feel free to contact me if you would like more information about a particular product or service.  I look forward to hearing from you

 
 This award has been awarded by Five Star Professional, for the year 2020..

https://www.fivestarprofessional.com/Spotlights/55681?access=dcd6c6aa1b00ea1180fdbc764e103828

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