Mr. Jeff Berlent

Relationship Manager

516-528-8317

JBerlent@FinancialGuide.com

Focus: Insurance Strategies, Business Owners

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services

I am licensed to sell Insurance Products in the following jurisdictions:
FL, NY, OH

CRN202505-2404182