About Keating & associates, inc.
Keating & Associates, Inc. is a financial services company that offers creative solutions, personalized service, and unique expertise to help clients achieve their financial goals and life pursuits. With over 30 years of experience in the industry, Keating & Associates has established itself as a trusted partner for individuals and businesses seeking expert guidance on wealth management, retirement planning, tax strategies, estate planning, and more.
At Keating & Associates, we understand that every client has unique needs and aspirations. That's why we take a personalized approach to each engagement - taking the time to listen carefully to our clients' goals and concerns before developing customized solutions tailored to their specific circumstances.
Our team of experienced professionals includes certified financial planners (CFPs), certified public accountants (CPAs), attorneys specializing in estate planning and taxation law, investment advisors registered with the Securities Exchange Commission (SEC), insurance specialists licensed in multiple states - all working together seamlessly to provide comprehensive advice across all aspects of our clients' financial lives.
We believe that education is key to making informed decisions about your finances. That's why we offer regular seminars on topics such as retirement planning strategies for business owners or navigating complex tax laws for high-net-worth individuals. We also provide ongoing educational resources through our website blog articles covering timely topics such as market trends or changes in tax legislation.
At Keating & Associates Inc., we are committed to providing exceptional service at every stage of our relationship with you. From initial consultation through ongoing monitoring of your portfolio performance or updating your estate plan as needed - you can count on us for responsive communication and proactive advice designed with your best interests in mind.
In summary:
Keating & Associates Inc., is an experienced financial services company offering creative solutions tailored specifically towards individual client needs. Their team consists of experts from various fields including CFPs', CPAs', attorneys specializing in estate planning/taxation law etc., who work together seamlessly providing comprehensive advice across all aspects related to finance management like wealth management; retirement plans; tax strategies; estate plans etc.. They believe education is key when it comes down making informed decisions about finances which is why they offer regular seminars covering various topics like market trends or changes within taxation laws while also providing ongoing educational resources via their website blog articles covering timely topics such as market trends or changes within taxation laws etc.. They are committed towards providing exceptional service at every stage ensuring responsive communication along with proactive advice designed keeping client's best interests at heart!