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265 Church Suite 501

, New Haven

, CT

06510

Concierge@kreitlerfinancial.com
203.867.4396

Concierge@kreitlerfinancial.com
203.867.4396

Our Approach
- Who We Serve
- Becoming a Client
What We Offer
- Comprehensive Wealth Management
- Services
Who We Are
- Our Team
- Careers
Resources
Contact

Our Approach
- Who We Serve
- Becoming a Client
What We Offer
- Comprehensive Wealth Management
- Services
Who We Are
- Our Team
- Careers
Resources
Contact

Our Approach
- Who We Serve
- Becoming a Client
What We Offer
- Comprehensive Wealth Management
- Services
Who We Are
- Our Team
- Careers
Resources
Contact

Our Approach
- Who We Serve
- Becoming a Client
What We Offer
- Comprehensive Wealth Management
- Services
Who We Are
- Our Team
- Careers
Resources
Contact

Mar 15, 2026

Welcome Margie to Kreitler Financial

Announcement welcoming Margie Beriller as Executive Assistant to Charlie Kreitler at Kreitler Financial, detailing her experience and prior roles in large organizations and healthcare companies.

Plan Wisely. 
Play Accordingly.

265 Church Suite 501
New Haven, CT 06510

Concierge@kreitlerfinancial.com
203.867.4396

Our Approach

Who We Serve
Becoming a Client

Who We Serve
Becoming a Client

What We Offer

Comprehensive Wealth Management
Services

Comprehensive Wealth Management
Services

Who We Are

Our Team
Careers

Our Team
Careers

Resources

Blog
Newsletter
Announcements

Blog
Newsletter
Announcements

Contact

Form CRS
Important Disclosures
Privacy Policy
Cookie Notice

Form CRS
Important Disclosures
Privacy Policy
Cookie Notice

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