Keith R. Soltis

Managing Partner / Co-General Agent

  • CLTC®

Focus: Insurance Strategies, Investment Strategies, Estate Planning, Charitable Giving, Business Succession Planning, Group Benefits, Business Owners, College Funding Strategies, Retirement Income Planning

Languages: English

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.

See Keith’s Licenses and Disclosures

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