Keith C. Cuomo

  • CFBS

Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Retirement Income Planning, Financial Education, Business Succession Planning, College Funding Strategies, Estate Planning, Risk Management Strategies

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

After finishing my post-secondary education at Siena College, I worked briefly on Wall Street before I began my career as an entrepreneur in my 20's. For 12 years, I successfully owned several dry cleaners working with my family. After selling my business, I began another business venture  by establishing a successful food distribution company. My career has  changed focus, and brought me to MassMutual financial group as a financial advisor who truly understands a business owner.

See Keith’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Keith

*Fields are required

Charter Oak Financial - The Melville Office

Satellite Office

48 South Service Rd Suite 400
Melville, NY 11747-2335