I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Keith Soltis received his Bachelor of Science degree in Economics with a concentration in Entrepreneurial Management and Finance from the Wharton School of Business at the University of Pennsylvania.
He played linebacker on 2 Ivy League Championship Football Teams. He is active in the Wharton Alumni Association and a member of the Penn Club of NYC. Keith is a member of both MDRT and GAMA.
Keith is a volunteer youth football and basketball coach in Freehold, NJ. Keith and his wife, Barbara, and their son reside in Monmouth County, New Jersey.
- Insurance Strategies
- Investment Strategies
- Estate Planning
- Charitable Giving
- Business Succession Planning
- Group Benefits
- Business Owners
- College Funding Strategies
- Retirement Income Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Keith’s Licenses and Disclosures