New York Life

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Introduction: When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come. Life is full of ups and downs. With some planning you can help smooth out the bumps along the way. I enjoy talking with clients about their financial goals and working together so we can make sure we have the necessary plans in place to help reach your goals. No one said starting out would be easy. But with proper guidance and some smart decisions, you’ll be surprised at what you can accomplish.

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Hired 1 time

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Reviews

Customers rated this pro highly for professionalism, value, and work quality.

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3 reviews

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Charlie M.

Jul 28, 2017

As leaders, you know firsthand that the #1 rule of personal finance, no matter your level of wealth, is to be in business with the right people. While locating your next “Financial Professional” is not easy, it is worth it... to you personally, your family, and your bottom line. That’s why I am extremely privileged to be writing this letter to recommend Celeste Bermejo as your next Financial Service Professional. Celeste is an extremely talented individual and harmonizes the needs of her clients, yet creates the safest, most enjoyable environment while dealing with a very personable, stressful topic and that’s your money / future!!!! She commands an inspirational character and professional enthusiasm that you’ll find sincere, honest, straight forward, refreshing and energizing. Celeste develops and offers alternatives to traditional financial planning and checking methods by developing individual real life scenarios based upon your needs, thus creating them into a valuable realistic achievable goals. She is aware of the importance of ownership and accountability in her financial relationships. When you meet Celeste in person, you’ll see her role model this through her willingness to listen / collaborate her financial thinking and her strategic execution that drives results! In short Celeste will be open, honest and see you all the way to the finish line. I encourage you to spend time with Celeste and you will immediately realize she is passionate about developing a financial teamwork relationship that will last for years. Celeste has put me back on track and given me hope and realistic expectations of my financial future. Before that I felt overwhelmed and nothing but anxiety. In closing I recommend without reservation Celeste Bermejo as your next Financial Service Professional. I stand behind 100% of everything I’ve stated in this letter.

Colleen O.

Jul 19, 2017

I am fortunate to have worked with New York Life and in particular Celeste. From our very first meeting, she was professional and personal. She listened and provided clear and concise information to all questions that were asked. She was flexible and taylored meetings to fit my schedule. I have enjoyed working with her and look forward to working with her in the future.

Kim C.

Jul 25, 2017

Celeste is amazing! She is beyond knowledgeable in all aspects and easy to talk to to. She has helped me get through a difficult time and so greatful for her help.

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I don't charge a fee to sit down and meet with clients. I believe in being available to my clients and I don't want them to have to worry about paying a fee to see me.
What is your typical process for working with a new customer?
I schedule a complimentary consultation to introduce myself as well as get to know the client and their goals and objectives.
What education and/or training do you have that relates to your work?
Master of Business Administration in Finance

New York Life

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