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Berkley, Iselin & Lotz, S.C.

We will be closed July 3 - 4 for Independence Day.

 

Quality. Service. Ethics.

At Berkley, Iselin & Lotz, S.C., these are more than just the latest customer service buzzwords. They're a commitment—the guiding principles our team members follow each and every day as we work with you toward a successful future.

When you do business with us, you'll always have our strongest commitment to:

 

  • Provide you with quality work in a timely manner, no matter how large or small the task.
  • Offer you a level of service that exceeds your expectations, whether you're looking for a copy of a single tax return or a complete review of your business.
  • Value the trust you place in us, with our promise that we'll work hard to earn your trust and your business every single day.

 

We look forward to talking with you soon!

Please be advised that presently Robert Berkley holds Series 7 and 66 licenses in various states. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Check the background of Robert Berkley on FINRA's BrokerCheck.