Keith Bermeo
Keith G. Bermeo, CFP® , CLU® ,ChFC®
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 work with my client's to help them reach their 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® professional 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
*The "Five Star Wealth Manager" award is administered by Crescendo Business Services, LLC's dba Five Star Professional ("Five Star"). Keith Bermeo is not affiliated with Five Star. Five Star does not endorse ABMM Financial, GWN Securities, Inc. or any of its representatives. Candidates must satisfy ten (10) objective Eligibility Criteria and Evaluation Criteria associated with work. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Consumer survey feedback is insignificant in the overall award selection process. After receiving the respective award, representatives have the option of paying a separate fee to Five Star in exchange for publication of this information. The fee is not a condition precedent to receiving the award.
This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 7,425, 431, 6%, 12/1/24, 3/13/24 - 10/7/24; 2024: 6,515, 462, 7%, 12/1/23, 3/13/23 - 9/29/23; 2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.
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