Keith Truex - Edelman Financial Engines

Keith Truex - Edelman Financial Engines

328 Newman Springs Road Suite #1 , Red Bank, 07701 (732) 375-1838 Website

Opening hours (19 Oct - 25 Oct)

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Company description

Seeing the moment a client realizes they can retire confidently – maybe earlier than expected – never gets old. I've worked in financial services for over 30 years, and I know you can’t reach that point without first understanding the client on a personal level. Once we trust each other, I can help connect the dots between where they are now, and where they want to go. While watching my clients succeed sparks endless inspiration, I’m also fueled by my two amazing kids, Sophia and Elliot. I’m fortunate to spend most of my time outside work with them, finding new experiences and making family memories. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

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