Broker Check

746 Highway 34
Suite 7
Matawan, NJ 07747

Kriegstein Financial Group, LLC.

(732) 583-7400

 
Neil Kriegstein, CPA

Neil Kriegstein has been involved in the financial, insurance, and accounting industries, since 1988. Neil graduated from Stockton State College in May of 1978 with a Bachelor's degree in accounting and passed the CPA exam the following November.   Neil's work philosophy is simple and direct: "I want to add value to every client interaction by helping to identify and satisfy the Wealth Managment needs of my clients. I want to always place my clients' financial well-being above my own." Through consistent effort and a reputation for outstanding service, he has built a solid base of satisfied clients. His wide experience in the technical areas of financial, investment, and tax planning enables Neil to evaluate each client's current needs and long term goals, and then formulate a startegy to pursue them.

As part of his community service activities, Neil has served as Committe chairman for Cub Scout Pack 27 and Boy Scout Troop 83 in Bayville, New Jersey. He also served as the Treasurer of School Monies for the Ocean Gate Board of Education. As a Board Member and Coach of Berkeley Little League he helped lead the Junior League Twins to the leagues only District 18 regular season championship and hopefully helped many kids enjoy their liitle league experience.

I look forward to using my expertise to add value to our relationship and help you pursue your financial goals.

Since graduation Neil has obtained the following licenses & Designations:

Professional Designations
  • Certified Public Accountant
  • New Jersey
Security Licenses 
  • Series 7 - General Securities Representative
  • Series 6 - Investment Company Products/Variable Contracts Representative
  • Series 66 - Uniform Combined State Law Exam
  • New Jersey, New York, and Pennsylvania

Insurance Licenses

  • Life & Health Insurance
  • New Jersey

Advisory Licenses

  • Investment Advisor Representative
  • New Jersey, New York, and Pennsylvania