Focus: Insurance Strategies, Investment Strategies, Estate Planning, Charitable Giving, Business Succession Planning, Group Benefits, Business Owners, College Funding Strategies, Retirement Income Planning
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.
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1305 Campus Parkway Suite 100
Wall Township, NJ 07753-6819