Keith Bermeo

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

Financial Services Representative
Financial Adviser

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  PLANNERTM   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..

Click here to view Customer Relationship Summary (CSR) Form