kelly-bertolino_5d76503baf2b48bb8925772631776a00

Kelly Bertolino

Client Service Representative

Professional Story

English

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*

*Trust services offered through the MassMutual Trust Co., FSB

MM202503-300856

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Egan Lynch Financial Group, LLC

1821 State Route 71, 1st Floor North Wall, NJ 07719
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Egan Lynch Financial Group, LLC Office