Keith Soltis, Managing Partner Creative Financial Strategies

Keith Soltis, Managing Partner Creative Financial Strategies We help individuals, families and businesses organize and plan their financial lives. We offer strategies around: Retirement, Insurance & Investments.

CREATIVE Financial Group traces its history to 1955, when experienced professionals merged to develop a new approach for a financial services firm. Or firm has over 160 financial professionals centered on helping our clients navigate their financial decisions. We believe that vision has resulted in a financial services firm like no other. We have served more than 100,000 clients through our planni

ng process. Creative Financial Strategies prides itself on offering a full range of in-house financial experience that delivers products and services to meet the specific needs of our clients. Services Include:

Retirement Strategies
Investment Strategies
Employer & Employee Benefits
Financial Planning
Insurance Strategies
Estate & Business Planning
Educational Funding Strategies

Keith brings nearly 25 years of Financial Planning, life insurance and employee benefits planning experience. He specializes in helping individuals and small businesses protect their families, and their assets. Keith is the driving force behind our firm’s Wealth Advisory Department, and its value proposition, as it relates to estate, business and retirement planning. Recognized as a dynamic industry speaker, Keith is a highly sought after public speaker and presenter. Keith is a member of the Million Dollar Round Table. In addition, he holds the FINRA Series 6, 7, 24 and 63 securities licenses, as well as the New Jersey, life and health insurance producer license. Keith is a graduate of the Wharton School of Business at the University of Pennsylvania. He is also a published author. We are licensed and registered to offer products and services in [NJ] Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. MassMutual Financial Group® is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). [1305 Campus Parkway, Wall Township NJ, 07753, 732-751-3000.]

Keith Soltis is licensed to sell insurance in: [NY, NJ, FL] and securities in: [NY, NJ, FL ]. I am a registered representative of and offer securities and investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org).

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Get information about Keith R Soltis, a MassMutual Financial Professional in Wall Township, New Jersey. Find contact information, expertise and more, to start your path to the right coverage and planning for your future.

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Happy Mothers Day! Thank you for all you do, today and every day.

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Save the date – May 19th at 2 p.m. ET – Stay informed about estate planning best practices for your financial practice in an exclusive webinar sponsored by MassMutual Brokerage. View details and register!

Stay abreast of estate planning best practices and documents for your financial practice in an exclusive webinar sponsored by MassMutual Brokerage. Register now!

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Your private student loans are not part of the federal payment pause. Take control and lock in your new, preferred student loan rate today.

Your financial professional and MassMutual are working to help you simplify and save on your student loans. Refinance with CommonBond and get a preferred interest rate plus a $200 cash bonus.*

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Address

1305 Campus Parkway
Wall, NJ
08053

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19738091956

Website

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