KeatsConnelly has named Virginia Dhondt, CFP® as its newest staff planner.

The much anticipated release of the 8th edition of The Border Guide will be on December 18th, 2006. E-Update – December 2006 (PDF)

KeatsConnelly has named Barry Rabinowitz, CFP® as its newest staff planner.

KeatsConnelly, a wealth management firm that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has named Jon Schade as its newest staff planner.

Dale Walters has been named one of the “Top Financial Planners in America” by the Consumers’ Research Council of America.

Got a Sizeable Estate? Time to Reduce it For Your Heirs Newsletter – Fall 2006 (PDF)

KeatsConnelly (KCA) welcomes J. Bradford Flecke to the firm’s new office in West Palm Beach, Florida.

KeatsConnelly has named Juan Hernandez its newest financial planner.

Wealth management firm KeatsConnelly has opened an office in West Palm Beach, Fla. The firm’s new office is located at 250 S. Australian Ave. The phone number is 561.659.7401.

Robert Keats will be in Toronto on September 19, 2006, at the Fairmont Royal York Hotel facilitating a workshop entitled “Cross Border Living for Canadians in the US”. E-Update August 2006 (PDF)

KeatsConnelly has been named one of the top wealth management firms in the country by Wealth Manager Magazine, as part of its Sixth Annual Wealth Manager “Super Stars” report.

Where to Invest? Consider Emerging Markets Newsletter – Summer 2006 (PDF)

KeatsConnelly is proud to have been recognized, this year, for excellence in financial planning and our commitment to high ethical standards. E-Update – June 2006 (PDF)

Robert Keats, president of KeatsConnelly, has been appointed to the Canadian-Arizona Business Council (CABC) advisory board.

What Does Inflation Mean For Your Finances? Newsletter – Spring 2006 (PDF)

KeatsConnelly has been selected as finalist for Arizona Small Business Association Companies to Watch Awards.

KeatsConnelly has named Peter Eickelberg as its newest investment officer.

Field will be responsible for tax preparation with KeatsConnelly and brings more than 10 years of experience in corporate and public accountancy to the position.

On March 22, KeatsConnelly was announced the winner of the Better Business Bureau 2006 Ethics Award. E-Update – March 2006 (PDF)

KeatsConnelly has been named the best CPA/Financial Planning Firm in the United States by CPA Wealth Provider’s Third Annual Financial Planning Awards.