Jennifer
Keiling

Here to act in your best interests

About me

Life is a continuous journey and whether it is helping clients save for their children's college, a new home or retirement, it is my privilege to support them over the peaks, through the valleys and across everything in between. I have always been a client-centric person and I was fortunate enough to develop my career alongside my passion. Everyday decisions may appear to be small, but with care, they can lead toward something amazing.

Education

Bachelor of Arts, City University of New York, School of Professional Studies

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Visit one of our Locations

New York IV - Red Bank

328 Newman Springs Road
Suite #1
Red Bank, NJ 07701

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New York VI - Staten Island

406 Forest Avenue

Staten Island, NY 10301

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.