KeatsConnelly provides financial planning and consulting services, specializing in helping individuals and families navigate the complexities of a US and Canadian cross-border lifestyle. KeatsConnelly assists with analyzing options for cross-border living and minimizing financial setbacks. The firm also offers advisor referral services, connecting clients with independent registered investment advisors for investment management and tax preparation.
Assets Under ManagementN/A
Clients15
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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